IWS returns by year
iShares Russell Mid-Cap Value ETF has returned +10.0% annually (CAGR) since 2002. Calendar-year, monthly and weekly total returns for iShares Russell Mid-Cap Value ETF (IWS) below, through August 6, 2026 — the most recent year is year-to-date.
iShares Russell Mid-Cap Value ETF returns by year (2002–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $141.05 | $169.87 | +0.7% | +21.2% | |
| 2025 | $129.34 | $141.05 | +1.8% | +10.8% | |
| 2024 | $116.29 | $129.34 | +1.7% | +12.9% | |
| 2023 | $105.34 | $116.29 | +2.1% | +12.5% | |
| 2022 | $122.38 | $105.34 | +1.6% | -12.3% | |
| 2021 | $96.96 | $122.38 | +1.9% | +28.1% | |
| 2020 | $94.77 | $96.96 | +2.5% | +4.8% | |
| 2019 | $76.35 | $94.77 | +2.6% | +26.7% | |
| 2018 | $89.15 | $76.35 | +1.9% | -12.4% | |
| 2017 | $80.43 | $89.15 | +2.3% | +13.1% | |
| 2016 | $68.66 | $80.43 | +2.6% | +19.8% | |
| 2015 | $73.76 | $68.66 | +1.9% | -5.0% |
Total return by period
Methodology#
Returns are total returns (dividends reinvested), computed from IWS's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is iShares Russell Mid-Cap Value ETF's average annual return?
- Since 2002, iShares Russell Mid-Cap Value ETF (IWS) has returned about 10.0% a year (the compound annual growth rate) and an average calendar-year return of 11.0%.
- What were iShares Russell Mid-Cap Value ETF's best and worst years?
- Over 2002–2026, the best year was 2003 (+38.6%) and the worst was 2008 (-38.0%).
- How often is iShares Russell Mid-Cap Value ETF up in a year?
- 17 of the 24 full years since 2002 were positive — about 71% of the time.