iShares Russell Mid-Cap Value ETF (IWS)

115.58 -0.45 (-0.39%) USD  |  Sep 24, 16:00
115.57 -0.01 (-0.01%) After-Hours: 20:00

IWS Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of September 24, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
iShares Russell Mid-Cap Value ETF
-1.56%
18.30%
33.23%
14.39%
-4.98%
19.79%
13.14%
-12.41%
26.74%
4.80%
20.46%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
Vanguard Mid-Cap Value ETF
-0.40%
16.02%
37.76%
13.96%
-1.89%
15.40%
17.07%
-12.45%
27.84%
2.59%
21.04%
WisdomTree US MidCap Dividend ETF
5.29%
14.40%
33.27%
15.30%
-1.10%
20.35%
14.86%
-8.24%
23.31%
-5.45%
22.08%
First Trust Multi Cap Val AlphaDEX® ETF
0.42%
16.78%
37.31%
7.76%
-12.48%
25.80%
14.61%
-14.61%
23.72%
2.38%
22.28%
iShares Morningstar Mid-Cap Value ETF
-2.69%
16.91%
41.75%
11.12%
-2.42%
24.38%
12.60%
-10.90%
24.72%
-4.13%
24.85%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
iShares Russell Mid-Cap Value ETF
-0.93%
0.93%
9.23%
49.48%
10.60%
10.91%
13.87%
8.82%
10.80%
9.85%
S&P 500 Total Return
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
Vanguard Mid-Cap Value ETF
-1.02%
1.54%
8.52%
47.91%
10.14%
11.31%
14.27%
9.27%
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9.26%
WisdomTree US MidCap Dividend ETF
-0.72%
0.52%
8.42%
52.81%
7.11%
9.41%
13.56%
9.07%
--
9.28%
First Trust Multi Cap Val AlphaDEX® ETF
-1.83%
-0.38%
5.82%
58.18%
8.75%
11.15%
12.77%
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7.74%
iShares Morningstar Mid-Cap Value ETF
-0.79%
0.36%
7.80%
54.32%
8.49%
10.40%
14.20%
8.74%
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9.59%
As of September 24, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of August 31, 2021