iShares Russell Mid-Cap Value ETF (IWS) Performance
IWS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +20.6% since Dec 31, 2025
- 1 year
- +22.1% total return
- 5 years
- +8.7% a year
- 10 years
- +10.4% a year
- Since first price
- +9.9% a year since 2001
IWS trailing returns vs SPY, QQQ, AGG
| Period | IWS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.0% | +3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.5% | +2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.7% | +8.0% | +7.8% | +8.4% | −1.5% |
| YTD | +20.6% | +19.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.1% | +20.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +77.7%+21.1%/yr | +69.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +52.1%+8.7%/yr | +40.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +169.5%+10.4%/yr | +123.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +431.2%+11.8%/yr | +297.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +437.7%+8.8%/yr | +259.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 24, 2001 | +992.6%+9.9%/yr | +560.1% | — | — | — |
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: IWS vs SPY
From Jul 24, 2001: IWS grew to $109,262, SPY to $101,577.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWS returns by calendar year
17 of 24 full years positive. Best 2003 (+39.2%), worst 2008 (−38.0%). 2026 is year to date.
IWS annual returns table
| Year | IWS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +20.6% | −7.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.8% | −17.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.9% | −8.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +12.5% | −14.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −12.3% | −21.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.1% | −7.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.8% | −43.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.7% | −7.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.4% | −20.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.1% | −4.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +19.8% | −10.9% | +12.0% | +7.1% | +2.4% |
| 2015 | −5.0% | −13.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.4% | −8.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.2% | −7.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +18.3% | −10.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.5% | −24.1% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.5% | −17.0% | +15.1% | +19.9% | +6.4% |
| 2009 | +33.2% | −33.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −38.0% | −53.0% | −36.8% | −41.7% | +7.9% |
| 2007 | −1.6% | −15.9% | +5.1% | +19.0% | +6.6% |
| 2006 | +20.0% | −7.8% | +15.8% | +7.1% | +3.9% |
| 2005 | +12.5% | −7.2% | +4.8% | +1.6% | +2.3% |
| 2004 | +23.0% | −8.9% | +10.7% | +10.5% | +3.8% |
| 2003 | +39.2% | −13.4% | +28.2% | +49.7% | — |
| 2002 | −10.5% | −30.4% | −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.
IWS largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −62.4% | Mar 9, 2009 | Sep 6, 2012 | 1.8 years | 5.3 years |
| Feb 20, 2020 | −43.8% | Mar 23, 2020 | Nov 24, 2020 | 32 days | 9 months |
| Apr 10, 2002 | −30.4% | Oct 9, 2002 | Sep 2, 2003 | 6 months | 1.4 years |
| Jan 4, 2022 | −21.2% | Sep 30, 2022 | Feb 29, 2024 | 9 months | 2.2 years |
| Sep 21, 2018 | −20.8% | Dec 24, 2018 | Jul 5, 2019 | 3 months | 9 months |
| Nov 25, 2024 | −20.6% | Apr 8, 2025 | Aug 22, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +17.3% | +9.0% | +9.7% | +9.7% |
| Volatility (annualized) | 14.4% | 17.3% | 17.9% | 17.2% |
| Sharpe ratio | 0.88 | 0.38 | 0.48 | — |
| Sortino ratio | 1.48 | 0.58 | 0.69 | — |
| Best month | +9.5% | +9.5% | +14.1% | +17.0% |
| Worst month | −7.3% | −11.1% | −22.8% | −23.1% |
| Best 12 months | +33.8% | +33.8% | +73.7% | +73.7% |
| Worst 12 months | +2.1% | −13.7% | −24.3% | −47.4% |
| Positive months | 67% | 58% | 65% | 65% |
| Beta vs S&P 500 | 0.90 | 0.96 | 1.05 | — |
| Correlation with S&P 500 | 0.78 | 0.87 | 0.90 | — |
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.
IWS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 292 | −47.4% | +12.9% | +73.7% | 73% |
| 3-year (a year) | 268 | −18.4% | +10.3% | +31.4% | 89% |
| 5-year (a year) | 244 | −5.4% | +9.5% | +27.7% | 96% |
| 10-year (a year) | 184 | +6.3% | +9.5% | +17.0% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IWS performance overview
iShares Russell Mid-Cap Value ETF (IWS) returned +22.1% over the past year and +10.4% 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 $109,262. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −62.4%, from Jun 4, 2007 to Mar 9, 2009, and it took 3.5 years to get back to the old high. IWS finished 17 of its 24 full calendar years with a gain; the best year was 2003 (+39.2%) and the worst 2008 (−38.0%). Volatility has been 17.2% a year.
Related: IWS chart, IWS holdings, IWS dividends, IWS valuation. See the IWS overview for the latest quote and fund facts.
IWS performance FAQ
What is the IWS return over the past year?
IWS returned +22.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 20.4%.
What is the average annual return of IWS?
IWS has returned +8.7% a year over 5 years, +10.4% a year over 10 years, +9.9% a year since July 24, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IWS be worth?
$10,000 invested in IWS at its first recorded close on July 24, 2001 would be worth about $109,262 on October 23, 2026 with distributions reinvested.
What was the worst year for IWS?
The worst calendar year was 2008, with a total return of −38.0%. The best was 2003 at +39.2%.
What is the biggest drawdown of IWS?
The largest peak-to-trough decline was −62.4% between June 4, 2007 and March 9, 2009. It recovered to the old high on September 6, 2012, 3.5 years after the bottom.
How volatile is IWS?
Over the past 3 years IWS had an annualized volatility of 14.4% and a Sharpe ratio of 0.88 (excess return over 1–3 month T-bills per unit of risk).