iShares Russell Mid-Cap ETF (IWR) Performance
IWR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.7% since Dec 31, 2025
- 1 year
- +14.5% total return
- 5 years
- +7.1% a year
- 10 years
- +11.5% a year
- Since first price
- +9.9% a year since 2001
IWR trailing returns vs SPY, QQQ, AGG
| Period | IWR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.9% | +0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.0% | +5.4% | +7.8% | +8.4% | −1.5% |
| YTD | +14.7% | +13.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.5% | +13.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +72.0%+19.8%/yr | +65.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +40.8%+7.1%/yr | +31.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +197.7%+11.5%/yr | +156.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +467.1%+12.3%/yr | +351.1% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +517.6%+9.5%/yr | +354.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 20, 2001 | +978.9%+9.9%/yr | +640.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IWR vs SPY
From Jul 20, 2001: IWR grew to $107,887, SPY to $98,614.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWR returns by calendar year
18 of 24 full years positive. Best 2009 (+40.6%), worst 2008 (−41.4%). 2026 is year to date.
IWR annual returns table
| Year | IWR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.7% | −8.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.4% | −19.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +15.2% | −7.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.0% | −14.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.5% | −24.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.4% | −8.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +16.9% | −40.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.2% | −6.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.1% | −21.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +18.3% | −3.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +13.7% | −11.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.6% | −12.5% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.1% | −9.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.5% | −6.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.1% | −10.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.8% | −24.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +25.3% | −16.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +40.6% | −28.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −41.4% | −54.1% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.1% | −11.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.1% | −10.1% | +15.8% | +7.1% | +3.9% |
| 2005 | +12.5% | −6.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +19.6% | −8.9% | +10.7% | +10.5% | +3.8% |
| 2003 | +40.1% | −12.1% | +28.2% | +49.7% | — |
| 2002 | −16.6% | −32.3% | −21.6% | −37.4% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IWR largest drawdowns
Now 4.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 19, 2007 | −58.8% | Mar 9, 2009 | Feb 7, 2011 | 1.6 years | 3.6 years |
| Feb 20, 2020 | −40.6% | Mar 23, 2020 | Oct 12, 2020 | 32 days | 8 months |
| Mar 19, 2002 | −32.3% | Oct 9, 2002 | Sep 2, 2003 | 7 months | 1.5 years |
| Nov 16, 2021 | −26.2% | Oct 14, 2022 | Mar 20, 2024 | 11 months | 2.3 years |
| Jul 7, 2011 | −24.2% | Oct 3, 2011 | Mar 15, 2012 | 3 months | 8 months |
| Aug 29, 2018 | −21.2% | Dec 24, 2018 | Apr 8, 2019 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWR risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +17.0% | +7.9% | +11.0% | +9.8% |
| Volatility (annualized) | 14.5% | 17.4% | 17.5% | 17.0% |
| Sharpe ratio | 0.86 | 0.32 | 0.56 | — |
| Sortino ratio | 1.47 | 0.48 | 0.83 | — |
| Best month | +10.2% | +10.2% | +14.3% | +15.6% |
| Worst month | −7.1% | −10.0% | −19.7% | −21.3% |
| Best 12 months | +35.2% | +35.2% | +73.5% | +73.5% |
| Worst 12 months | +2.5% | −19.4% | −19.4% | −46.5% |
| Positive months | 61% | 53% | 63% | 63% |
| Beta vs S&P 500 | 0.97 | 1.00 | 1.06 | — |
| Correlation with S&P 500 | 0.83 | 0.91 | 0.93 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IWR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 292 | −46.5% | +13.5% | +73.5% | 78% |
| 3-year (a year) | 268 | −17.4% | +11.4% | +31.7% | 90% |
| 5-year (a year) | 244 | −5.3% | +10.0% | +27.6% | 97% |
| 10-year (a year) | 184 | +6.6% | +10.1% | +17.6% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IWR performance overview
iShares Russell Mid-Cap ETF (IWR) returned +14.5% over the past year and +11.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +9.9% a year, turning $10,000 into about $107,887. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.8%, from Jul 19, 2007 to Mar 9, 2009, and it took 1.9 years to get back to the old high. IWR finished 18 of its 24 full calendar years with a gain; the best year was 2009 (+40.6%) and the worst 2008 (−41.4%). Volatility has been 17.0% a year.
Related: IWR chart, IWR holdings, IWR dividends, IWR valuation. See the IWR overview for the latest quote and fund facts.
IWR performance FAQ
What is the IWR return over the past year?
IWR returned +14.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.1%.
What is the average annual return of IWR?
IWR has returned +7.1% a year over 5 years, +11.5% a year over 10 years, +9.9% a year since July 20, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IWR be worth?
$10,000 invested in IWR at its first recorded close on July 20, 2001 would be worth about $107,887 on October 23, 2026 with distributions reinvested.
What was the worst year for IWR?
The worst calendar year was 2008, with a total return of −41.4%. The best was 2009 at +40.6%.
What is the biggest drawdown of IWR?
The largest peak-to-trough decline was −58.8% between July 19, 2007 and March 9, 2009. It recovered to the old high on February 7, 2011, 1.9 years after the bottom.
How volatile is IWR?
Over the past 3 years IWR had an annualized volatility of 14.5% and a Sharpe ratio of 0.86 (excess return over 1–3 month T-bills per unit of risk).