Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCB (iShares Morningstar Mid-Cap ETF) | 1.93% | 12.64% | 13.85% | 7.09% | 9.79% | 28.07% | 8.08% | … | … |
Data as of 03/16/2026, Common starting date is 10/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCB (iShares Morningstar Mid-Cap ETF) | 10/27/1999 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 12.64 | 13.85 | 7.09 | 9.79 | 28.07 | 8.08 | … | … | 1.93 | 10.20 | 15.84 | 16.37 | -16.09 | 22.62 | 12.15 | 30.10 | -12.58 | 18.44 | 10.45 | -2.61 | 853.95 | 40.73 | 49.51 | -18.05 | -26.68 | -40.84 | -69.38 | -30.37 | 56.26 | -5.70 | 39.58 | 97.50 | 32.60 | 5.66 | -15.56 | -2.17 |
| Sharpe Ratio | NA | 0.65 | 0.69 | 0.27 | 0.41 | NA | NA | … | … | 0.52 | 0.41 | 0.73 | 0.78 | -0.71 | 1.53 | 0.29 | 2.27 | -0.88 | 2.30 | 0.70 | -0.17 | 4.28 | 1.33 | 0.76 | -0.20 | -0.29 | -0.39 | -0.93 | -1.34 | 2.42 | -0.35 | 1.34 | 3.81 | 1.38 | 0.15 | -0.54 | -0.75 |
| Standard Deviation(%) | NA | 17.87 | 15.21 | 17.53 | 19.79 | NA | NA | … | … | 14.16 | 18.14 | 12.80 | 15.61 | 24.83 | 14.76 | 41.41 | 12.65 | 15.79 | 7.78 | 14.53 | 15.15 | 199.51 | 30.53 | 65.90 | 92.70 | 91.23 | 104.96 | 75.37 | 24.90 | 22.01 | 22.41 | 28.83 | 25.39 | 22.85 | 22.47 | 36.72 | 20.16 |
| Draw Down(%) | NA | 13.62 | 20.40 | 25.15 | 40.99 | NA | NA | … | … | 5.98 | 18.18 | 7.76 | 13.79 | 23.77 | 7.70 | 40.99 | 7.42 | 21.27 | 3.33 | 12.09 | 13.60 | 10.03 | 9.73 | 19.23 | 44.52 | 53.20 | 62.69 | 70.22 | 40.46 | 9.07 | 13.51 | 18.27 | 6.67 | 9.81 | 13.16 | 23.91 | 8.70 |
| Yield(%) | 0.00 | 0.00 | 1.03 | 0.28 | 0.49 | 40.86 | 2.42 | … | … | 0.00 | 0.00 | 1.16 | 1.78 | 1.40 | 0.33 | 0.31 | 0.43 | 0.39 | 0.38 | 0.50 | 0.36 | 3.24 | 3.30 | 35.11 | 19.59 | 11.15 | 4.23 | 1.67 | 0.92 | 1.58 | 0.70 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 10/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCB (iShares Morningstar Mid-Cap ETF) |
-55.30%
Feb 2007 – Feb 2010 |
-40.31%
Dec 2006 – Dec 2011 |
-12.41%
Jun 2004 – Jun 2014 |
6.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCB (iShares Morningstar Mid-Cap ETF) |
171.77%
Dec 2011 – Dec 2014 |
84.86%
Dec 2011 – Dec 2016 |
44.61%
Dec 2011 – Dec 2021 |
28.40%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart