iShares Russell Mid-Cap Value ETF trailing returns
iShares Russell Mid-Cap Value ETF's 10-year return is +10.3% a year (CAGR) (+167.2% 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 October 16, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-16. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | -0.4% | +0.0% | -0.4% | — |
| 5 days | +0.6% | +0.0% | +0.6% | -0.7%Oct 14 |
| 1 month | +1.2% | +0.0% | +1.2% | -2.7%Sep 30 |
| YTD | +17.6% | +1.2% | +18.8% | -7.8%Mar 30 |
| 1 year | +20.8% | +1.7% | +22.5% | -7.8%Mar 2026 |
| 5 years | +7.0% | +1.8% | +8.8%+52.4% | -22.3%Sep 2022 |
| 10 years | +8.3% | +2.1% | +10.3%+167.2% | -43.8%Mar 2020 |
| 20 years | +6.5% | +2.2% | +8.7%+429.4% | -63.9%Mar 2009 |
| Since inception (2001) | +7.6% | +2.2% | +9.7%+936.1% | -63.9%Mar 2009 |
Growth of IWS#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+8.8%/year · +52.4%
- 10 years+10.3%/year · +167.2%
- 20 years+8.7%/year · +429.4%
- Since inception (2001)+9.7%/year · +936.1%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-16). 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. Price return is the change in IWS's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
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 (+167.2% 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 +8.7% a year (+429.4% 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 +9.7% a year — +936.1% in total.