IWS
$165.88-0.42%
as of close, Oct 16, 2026
☾ AH $165.88 -0.42%
iShares Russell Mid-Cap Value ETFETF · Broad Market
iShares Russell Mid-Cap Value ETF total returns by year (including dividends)
As of market close, Oct 16, 2026
iShares Russell Mid-Cap Value ETF total returns by year (2002–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $141.05 | $165.88 | 1.2% | +18.8% | |
| 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% | |
| 2014 | $65.71 | $73.76 | 2.1% | +14.4% | |
| 2013 | $50.24 | $65.71 | 2.4% | +33.2% | |
| 2012 | $43.40 | $50.24 | 2.5% | +18.3% | |
| 2011 | $45.01 | $43.40 | 2.0% | -1.5% | |
| 2010 | $36.95 | $45.01 | 2.7% | +24.5% | |
| 2009 | $28.44 | $36.95 | 3.3% | +33.2% | |
| 2008 | $47.02 | $28.44 | 1.5% | -38.0% | |
| 2007 | $48.81 | $47.02 | 2.1% | -1.6% | |
| 2006 | $41.47 | $48.81 | 2.3% | +20.0% | |
| 2005 | $37.60 | $41.47 | 2.3% | +12.5% | |
| 2004 | $31.10 | $37.60 | 2.1% | +23.0% | |
| 2003 | $22.85 | $31.10 | 2.5% | +38.6% | |
| 2002 | $25.98 | $22.85 | 1.6% | -10.5% |
- Annualized
- +9.8%
- 2002–2026
- Average year
- +11.1%
- 24 full years
- Best year
- +38.6%
- 2003
- Worst year
- -38.0%
- 2008
- Positive years
- 17/24
- 71% up
Annualized (CAGR)
+9.8%
2002–2026
Average year
+11.1%
24 full years
Best year
+38.6%
2003
Worst year
-38.0%
2008
Positive years
17/24
71% up
Total return by period#
Annual
-20%0%20%
2002-10%'02
2003+39%
2004+23%'04
2005+13%
2006+20%'06
2007-1.6%
2008-38%'08
2009+33%
2010+24%'10
2011-1.5%
2012+18%'12
2013+33%
2014+14%'14
2015-5.0%
2016+20%'16
2017+13%
2018-12%'18
2019+27%
2020+4.8%'20
2021+28%
2022-12%'22
2023+13%
2024+13%'24
2025+11%
2026+19%'26
Methodology#
Total returns, dividends reinvested, measured on IWS. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
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 9.8% a year (the compound annual growth rate) and an average calendar-year return of 11.1%.
- 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.
More on iShares Russell Mid-Cap Value ETF
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100