How much would $1,000 invested in IWS be worth today?

$1,000 invested in IWS on October 17, 2016 would be worth $2,677 on October 16, 2026, with dividends reinvested — 10.4% a year compounded (CAGR).

How far back does the IWS calculator go?

IWS data begins August 2, 2001, with a close every session. Pick any start and end date in that span — 25 years, 2 months of history.

Does this include dividends?

Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

If You Invested $1,000 in IWS: What It Would Be Worth Today

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IWS

$165.88-0.42%

as of close, Oct 16, 2026

☾ AH $165.88 -0.42%

iShares Russell Mid-Cap Value ETFETF · Broad Market

PeersSPYQQQNVDAAAPLMSFTAMZN

Your investment#

How much

All at once, on the start date

Pick start & end dates10 years

Start

Key dates

Start at a well-known dateRecentMarket topsMarket bottomsEvents

Bought at that day's close

End

Key dates

End at a well-known dateMarket topsMarket bottomsEvents

Latest close, Oct 16, 2026

Or drag the slider to set start and end dates

2001 to today, log scale

2008 crisisCovid

200520102020Oct 2016Today

Options

Result#

$1,000Oct 17, 2016$2,677Oct 16, 20262.7×your money

$1,000 invested in IWS on October 17, 2016 was worth $2,677 on October 16, 2026, with dividends reinvested.

That’s 10.4% a year compounded (CAGR) over 10 years: 2.7 times your money.

Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: IWS trailed both the S&P 500 and the Nasdaq-100.

Price only$2,218if dividends were spent

Biggest fall−43.8%Feb 20 to Mar 23, 2020

At a flat 5% a year$1,629a savings account's rate

Gain$1,677on $1,000 put in

How this period ranks#

Better than 67% of all 183 periods of 10 years since 2001.

Your dates

−50%0%70%

Worst: 6.3% a year, Feb 2006 to Feb 2016Best: 17.0% a year, Feb 2009 to Feb 2019

One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in IWS, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500A low

Lowest value$780 · Mar 2020$1,452 · Sep 2022$1,015 · Dec 2018$1,746 · Apr 2025$

$0$1,000$2,000$4,000$2,677

20182020202220242026

How far IWS was below its previous high. The biggest fall: −43.8% from Feb 20, 2020 to Mar 23, 2020, back to the high by Nov 24, 2020.

−43.8% from its high−21.2% from its high−20.8% from its high−20.6% from its high

high−44%

Your one buy. $1,000 on October 17, 2016, worth $2,677 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

2.7×paid

What $1,000 would be worth on October 16, 2026, by start date#

Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.

Your start

$1,000$2,000$5,000$10k

20052010201520202025

$1,000 invested in IWS, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

Started	Worth Oct 16, 2026	Multiple	A year (CAGR)	Same in the Nasdaq-100
2017	$2,453	2.5×	9.6%	$6,344
2018	$2,173	2.2×	9.2%	$4,742
2019	$2,502	2.5×	12.5%	$4,812
2020	$1,973	2.0×	10.5%	$3,420
2021	$1,912	1.9×	11.9%	$2,373
2022	$1,467	1.5×	8.3%	$1,818
2023	$1,677	1.7×	14.6%	$2,741
2024	$1,489	1.5×	15.4%	$1,789
2025	$1,321	1.3×	16.9%	$1,403
2026	$1,174	1.2×	—	$1,162

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IWS data begins August 2, 2001; values as of October 16, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live IWS chart and fundamentals on the IWS quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in IWS be worth today?: $1,000 invested in IWS on October 17, 2016 would be worth $2,677 on October 16, 2026, with dividends reinvested — 10.4% a year compounded (CAGR).
How far back does the IWS calculator go?: IWS data begins August 2, 2001, with a close every session. Pick any start and end date in that span — 25 years, 2 months of history.
Does this include dividends?: Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

IWS return calculator