iShares Russell Mid-Cap ETF(IWR) overview

Last updated 2024-12-22 03:28:21 (EST)

Return and Risk Analysis

Analyze the Average Return and Risk iShares Russell Mid-Cap ETF (IWR).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	4.4%	0.07	-24.47%
Past 5 Years	10%	0.33	-40.58%
Past 10 Years	9.4%	0.32	-40.58%
Past 20 Years	9.7%	0.33	-58.78%

Basic Information

Basic Information of iShares Russell Mid-Cap ETF (IWR).

Issuance Information


Full Name of the ETF	iShares Russell Mid-Cap ETF
Listing Date	2001-08-27

ETF Description


The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.