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IWR Ishares Russell Mid-cap ETF

Over the last 15 years (2011-082026-09), $10,000 invested in IWR with dividends reinvested grew to $57,77712.26% a year — with a worst peak-to-trough fall of -27.13%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
12.26%
Volatility (annualized)
16.00%
Worst drawdown
-27.13%
Sharpe ratio
0.70

About IWR

iShares Russell Mid-Cap ETF is an exchange-traded fund that aims to track the Russell Midcap Index, providing diversified exposure to mid-sized U.S. companies across a broad range of industries. The fund is designed for investors seeking a single portfolio that represents the mid-cap segment of the U.S. equity market, including companies that typically fall between large-cap leaders and smaller emerging businesses. Its holdings are spread across sectors such as financials, industrials, technology, consumer discretionary, and healthcare, giving it a wide economic footprint. Managed by BlackRock under the iShares brand, iShares Russell Mid-Cap ETF serves as a core building block in many equity allocations because it offers broad market coverage, transparency, and passive index-based exposure to mid-cap stocks.

Put IWR to the test

Every tool below opens prefilled with IWR — free, no account needed.

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

IWR — Ishares Russell Mid-cap ETF: returns, risk & backtest · Informed Portfolio