IWS trailing returns
iShares Russell Mid-Cap Value ETF's 10-year annualized return is +10.3% per year (+167.1% cumulative). How iShares Russell Mid-Cap Value ETF (IWS) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through August 6, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-08-06. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.3% | |
| 1 week | — | +1.4% | |
| 1 month | — | +3.8% | |
| YTD | — | +21.2% | |
| 1 year | +28.3% | +28.3% | |
| 5 years | +9.8% | +59.2% | |
| 10 years | +10.3% | +167.1% | |
| 20 years | +9.2% | +478.4% | |
| Since inception (2001) | +9.9% | +954.5% |
Growth of IWS#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-08-06). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from IWS's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. 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 10-year return?
- Over the last 10 years, iShares Russell Mid-Cap Value ETF (IWS) returned about +10.3% a year annualized (+167.1% cumulative total return).
- What is iShares Russell Mid-Cap Value ETF's 20-year annualized return?
- Over the last 20 years, iShares Russell Mid-Cap Value ETF (IWS) compounded at about +9.2% a year (+478.4% cumulative).
- What is iShares Russell Mid-Cap Value ETF's return since inception?
- Since 2001, iShares Russell Mid-Cap Value ETF (IWS) has compounded at about +9.9% a year — +954.5% in total.
