Seasonal Evaluation for iShares Russell Midcap ETF (IWR)
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% | 85.00% |
| Median Return | 4.40% | 2.70% | 2.72% | 6.03% |
| Average Return | 6.57% | 4.21% | 5.13% | 4.89% |
| Maximum Gain | 16.47% | 24.54% | 20.36% | 19.88% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -27.12% | -16.91% | -18.72% | -26.78% |
| 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% | 65.00% | 70.00% | 72.50% |
| Median Return | 5.50% | 2.70% | 3.73% | 4.69% |
| Average Return | 5.59% | 4.61% | 5.26% | 4.99% |
| Maximum Gain | 19.88% | 24.54% | 24.54% | 20.36% |
| Gain Year | 2020 | 2020 | 2020 | 2009 |
| Maximum Loss | -27.12% | -18.72% | -27.12% | -26.78% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||