Seasonal Evaluation for iShares Russell 1000 Value ETF (IWD)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 70.00% | 60.00% | 80.00% |
| Median Return | 2.53% | 2.27% | 3.22% | 6.21% |
| Average Return | 4.49% | 2.74% | 5.41% | 6.95% |
| Maximum Gain | 12.00% | 16.79% | 17.99% | 16.26% |
| Gain Year | 2013 | 2009 | 2009 | 2020 |
| Maximum Loss | -26.71% | -12.30% | -16.18% | -21.83% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 65.00% | 70.00% | 70.00% |
| Median Return | 5.19% | 3.11% | 2.53% | 5.11% |
| Average Return | 5.67% | 3.75% | 3.50% | 6.24% |
| Maximum Gain | 16.26% | 17.99% | 16.79% | 17.99% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -26.71% | -16.18% | -26.71% | -21.83% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||