IWS YTD Return
Start date: 12/31/2019
End date: 09/25/2020
Start price/share: $94.77
End price/share: $79.54
Starting shares: 105.52
Ending shares: 107.59
Dividends reinvested/share: $1.37
IWS YTD return: -14.42%
Annualized Gain: -19.64%
Starting investment: $10,000.00
Ending investment: $8,558.00


IWS YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare IWS YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into IWS

iShares Trust Russell Midcap Value Index Fund is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Fund invests in a representative sample of securities included in the Value Index that collectively has an investment profile similar to the Value Index. As of Mar 31 2015, the Fund's total assets and investment portfolio totaled $7,602,393,111 and $7,570,265,251, respectively. The IWS YTD return is shown above.

The YTD Return on the IWS YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether IWS YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the IWS YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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iShares Trust - iShares Russell Mid-Cap Value ETF (IWS) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

IWV YTD Return
IWX YTD Return
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IXJ YTD Return
IXN YTD Return
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IYC YTD Return
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