Morningstar® Investment Profile™   Morningstar®
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iShares Russell 2000 Small-Cap Idx Inv A  MDSKX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Growth of $10,000 from 2014-01-01 to 2024-09-30  
Investment: iShares Russell 2000 Small-Cap Idx Inv A
Benchmark 1: S&P 500 TR USD
Benchmark 2: Russell 2000 TR USD
Category: Small Blend
This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
  Calendar Year Total Returns
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 09-24
Total return % 4.5 -4.7 21.0 14.3 -11.2 25.2 19.7 14.4 -20.6 16.6 10.9
S&P 500 TR USD 13.7 1.4 12.0 21.8 -4.4 31.5 18.4 28.7 -18.1 26.3 22.1
Russell 2000 TR USD 4.9 -4.4 21.3 14.6 -11.0 25.5 20.0 14.8 -20.4 16.9 11.2
Category 3.8 -5.4 20.8 12.3 -12.7 23.8 11.0 24.2 -16.2 16.2 10.9
% Rank in Cat 50 51 46 29 38 37 16 96 88 53 51
# of Funds 737 780 750 802 769 702 671 630 611 615 599
Data through 2024-09-30
Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.
  Total Annualized Returns
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Investment 10.87 26.32 1.56 9.07 8.50 7.95
S&P 500 TR USD 22.08 36.35 11.91 15.98 13.38 9.64
Russell 2000 TR USD 11.17 26.76 1.84 9.39 8.78 8.44
Category 10.91 25.03 4.42 10.20 8.63 8.87
Morningstar Rating --- --- ---
# of compared Small Blend funds covered (3 yrs : out of 569 funds) (5 yrs : out of 547 funds) (10 yrs : out of 387 funds)
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Quarterly Trailing Average Annualized Total Returns
YTD 1-Year 3-Year 5-Year 10-Year Since Inception
Total Avg. Ann. Return % 10.87 26.32 1.56 9.07 8.50 7.95
Data through 2024-09-30
  Fees and Expenses
Total Annual Operating Expense 0.42%
Prospectus Net Expense Ratio 0.37%
Maximum Sales Charge ---
The total annual operating expense shown is before management fee waivers or expense caps. For more information on waivers/reimbursements, please see the prospectus. The total annual operating expense is also referred to as the prospectus gross expense ratio.
  Waiver Data
Type Date %
ExpenseRatio Contractual 2025-06-30 0.05
Performance information may reflect historical or current expense waivers or reimbursements, without which, performance would have been lower.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.