ISHARES RUSSELL MID-CAP VALUE ETF

Symbol: IWS

Exchange: NYSE ARCA

Sector: Industrials

Category: Mid-Cap Value

Inception Date: 17/07/2001

Latest Date: 02/04/2026

Current Price: $147.44

Expense Ratio: 0.23%

Assets Under Management
$15.3B
1.63% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-4.18%

Volatility

18.19%

Sharpe Ratio

-2.254

VaR 95%

-1.66%

CVaR 95%: -1.81%
Max Drawdown: -6.36%
Sortino Ratio: -4.213
Calmar Ratio: -5.87
Return

3.38%

Volatility

15.32%

Sharpe Ratio

0.707

VaR 95%

-1.61%

CVaR 95%: -1.72%
Max Drawdown: -7.53%
Sortino Ratio: 1.129
Calmar Ratio: 1.92
Return

5.62%

Volatility

14.40%

Sharpe Ratio

0.557

VaR 95%

-1.58%

CVaR 95%: -1.81%
Max Drawdown: -7.53%
Sortino Ratio: 0.869
Calmar Ratio: 1.55
Return

17.01%

Volatility

18.25%

Sharpe Ratio

0.737

VaR 95%

-1.61%

CVaR 95%: -2.58%
Max Drawdown: -8.62%
Sortino Ratio: 0.957
Calmar Ratio: 1.98
Return

22.99%

Volatility

16.07%

Sharpe Ratio

0.455

VaR 95%

-1.47%

CVaR 95%: -2.23%
Max Drawdown: -20.57%
Sortino Ratio: 0.632
Calmar Ratio: 0.53
Return

45.27%

Volatility

15.43%

Sharpe Ratio

0.627

VaR 95%

-1.48%

CVaR 95%: -2.07%
Max Drawdown: -20.57%
Sortino Ratio: 0.912
Calmar Ratio: 0.65

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.069%

Best Day

7.922%

09/04/2025
Worst Day

-5.562%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $145.07 $148.24 $144.92 $147.44 431,500
01/04/2026 $146.20 $147.39 $146.20 $146.71 1,893,100
31/03/2026 $143.87 $146.18 $143.39 $145.74 337,800
30/03/2026 $144.72 $144.72 $141.74 $142.28 699,000
27/03/2026 $144.35 $144.92 $142.87 $143.19 1,987,400
26/03/2026 $145.24 $146.77 $144.67 $144.77 328,300
25/03/2026 $146.83 $147.45 $145.40 $146.53 369,200
24/03/2026 $143.75 $146.50 $143.75 $145.73 1,551,300
23/03/2026 $144.74 $146.50 $144.21 $144.65 485,200
20/03/2026 $145.11 $145.51 $141.94 $142.59 669,900