ISHARES RUSSELL MID-CAP ETF
Symbol: IWR
Exchange: NYSE
Sector: Technology
Category: Mid-Cap Blend
Inception date: 17/07/2001
Latest date: 17/07/2026
Current price: $109.34
Expense ratio: 0.18%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
1.69%
Ann. -39.23% (Sharpe / Sortino numerator)
Volatility
18.69%
Sharpe ratio
-2.294
VaR 95%
-1.78%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
5.23%
Ann. 4.33% (Sharpe / Sortino numerator)
Volatility
15.74%
Sharpe ratio
0.044
VaR 95%
-1.59%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
10.76%
Ann. 3.78% (Sharpe / Sortino numerator)
Volatility
14.85%
Sharpe ratio
0.010
VaR 95%
-1.58%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
18.20%
Ann. 15.00% (Sharpe / Sortino numerator)
Volatility
19.01%
Sharpe ratio
0.598
VaR 95%
-1.57%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
32.80%
Ann. 10.40% (Sharpe / Sortino numerator)
Volatility
16.85%
Sharpe ratio
0.402
VaR 95%
-1.56%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
51.75%
Ann. 13.53% (Sharpe / Sortino numerator)
Volatility
15.92%
Sharpe ratio
0.622
VaR 95%
-1.53%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.
Average daily return
0.07%
Best day
2.688%
Worst day
-2.57%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 17/07/2026 | $109.18 | $110.20 | $109.08 | $109.34 | 15,965,500 |
| 16/07/2026 | $109.27 | $110.19 | $109.27 | $110.03 | 1,134,300 |
| 15/07/2026 | $110.07 | $110.24 | $109.11 | $109.51 | 1,001,400 |
| 14/07/2026 | $110.08 | $110.53 | $109.59 | $109.80 | 1,087,400 |
| 13/07/2026 | $109.96 | $110.56 | $109.53 | $109.78 | 2,250,300 |
| 10/07/2026 | $110.33 | $110.49 | $109.34 | $110.02 | 2,942,100 |
| 09/07/2026 | $109.45 | $110.48 | $109.44 | $110.00 | 2,065,600 |
| 08/07/2026 | $109.31 | $109.41 | $108.25 | $108.95 | 1,073,400 |
| 07/07/2026 | $110.72 | $111.01 | $109.87 | $109.98 | 2,824,800 |
| 06/07/2026 | $110.36 | $110.92 | $110.33 | $110.61 | 1,844,700 |