Seasonal Evaluation for iShares Russell 1000 Growth ETF (IWF)
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 | 75.00% | 80.00% | 75.00% | 80.00% |
| Median Return | 2.50% | 4.42% | 3.90% | 7.24% |
| Average Return | 4.07% | 3.97% | 5.06% | 6.30% |
| Maximum Gain | 15.95% | 27.66% | 13.75% | 14.27% |
| Gain Year | 2019 | 2020 | 2009 | 2023 |
| Maximum Loss | -14.11% | -21.10% | -13.07% | -23.31% |
| 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 | 77.50% | 77.50% | 77.50% | 77.50% |
| Median Return | 4.64% | 4.36% | 3.71% | 5.25% |
| Average Return | 5.10% | 4.47% | 4.02% | 5.67% |
| Maximum Gain | 15.95% | 27.66% | 27.66% | 14.27% |
| Gain Year | 2019 | 2020 | 2020 | 2023 |
| Maximum Loss | -23.31% | -21.10% | -21.10% | -23.31% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||