Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCV (iShares Morningstar Mid-Cap Value ETF) | 10.19% | 24.45% | 17.01% | 8.78% | 23.14% | 19.66% | 15.18% | … | … |
Data as of 06/05/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCV (iShares Morningstar Mid-Cap Value ETF) | 07/14/2004 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 24.45 | 17.01 | 8.78 | 23.14 | 19.66 | 15.18 | … | … | 10.19 | 13.52 | 12.28 | 11.89 | -6.98 | 33.55 | 187.66 | 24.73 | -10.91 | 12.59 | 24.36 | -2.44 | 11.12 | 41.78 | 16.88 | -2.71 | 20.40 | 35.46 | -35.66 | -6.21 | 18.36 | 11.28 | 15.89 |
| Sharpe Ratio | NA | 1.87 | 0.97 | 0.37 | 0.54 | NA | NA | … | … | 1.97 | 0.62 | 0.70 | 0.54 | -0.38 | 2.06 | 1.59 | 1.94 | -0.84 | 1.34 | 1.52 | -0.17 | 0.98 | 3.42 | 1.19 | -0.11 | 0.99 | 0.97 | -0.91 | -0.60 | 1.51 | 0.87 | 3.61 |
| Standard Deviation(%) | NA | 11.67 | 14.23 | 16.64 | 39.80 | NA | NA | … | … | 11.64 | 17.14 | 12.36 | 15.51 | 22.49 | 16.32 | 117.02 | 11.96 | 14.73 | 8.96 | 15.93 | 14.72 | 11.36 | 12.20 | 14.31 | 25.95 | 20.60 | 36.42 | 39.96 | 15.73 | 9.97 | 10.43 | 9.81 |
| Draw Down(%) | NA | 6.91 | 18.63 | 19.87 | 46.19 | NA | NA | … | … | 6.91 | 15.58 | 9.05 | 14.25 | 19.87 | 7.89 | 46.19 | 7.77 | 19.62 | 4.97 | 11.06 | 12.42 | 9.35 | 5.77 | 12.06 | 25.20 | 18.33 | 38.41 | 49.95 | 17.97 | 7.49 | 8.14 | 3.97 |
| Yield(%) | 0.00 | 2.36 | 2.82 | 2.38 | 4.01 | 5.38 | 4.63 | … | … | 0.42 | 2.47 | 2.58 | 2.52 | 2.14 | 1.23 | 7.30 | 2.97 | 2.24 | 2.04 | 2.55 | 2.17 | 2.15 | 2.56 | 2.50 | 2.11 | 3.01 | 2.85 | 2.40 | 2.33 | 2.01 | 2.81 | 1.16 |
Data as of 06/05/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCV (iShares Morningstar Mid-Cap Value ETF) |
-19.75%
Feb 2006 – Feb 2009 |
-2.36%
May 2007 – May 2012 |
6.28%
Jan 2006 – Jan 2016 |
8.76%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCV (iShares Morningstar Mid-Cap Value ETF) |
68.59%
Dec 2018 – Dec 2021 |
39.59%
May 2016 – May 2021 |
27.31%
Sep 2011 – Sep 2021 |
23.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart