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Home > Product Information > Equity Funds

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Equity Funds
Market Cap

Total returns for the periods since inception are calculated from the inception date of each fund. "Average annual total returns" represent the average annual change in value of an investment over the periods indicated. "Cumulative total returns" represent the total change in value of an investment over the periods indicated.

Quarter End as of 6/30/2008
Market returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined for most iShares), and do not represent the returns you would receive if you traded shares at other times.

Quarter End as of 6/30/2008
iShares Dow Jones U.S. Index Fund (IYY)
Broad/Total Market
6/12/2000
0.20
5.54
-12.45
8.35
N/A
0.67
5.54
-12.41
8.36
N/A
0.67
iShares FTSE Developed Small Cap ex-North America Index Fund (IFSM)
Small Cap
11/12/2007
0.50
-14.78
N/A
N/A
N/A
N/A
-15.10
N/A
N/A
N/A
N/A
iShares KLD 400 Social Index Fund (DSI)
Large Cap
11/14/2006
0.50
-8.97
-14.66
N/A
N/A
-5.61
-8.95
-14.62
N/A
N/A
-5.60
iShares KLD Select Social Index Fund (KLD)
Large Cap
1/24/2005
0.50
13.24
-12.69
N/A
N/A
3.69
13.23
-12.66
N/A
N/A
3.69
iShares Morningstar Large Core Index Fund (JKD)
Large Cap
6/28/2004
0.20
25.58
-9.20
N/A
N/A
5.85
25.54
-9.21
N/A
N/A
5.84
iShares Morningstar Mid Core Index Fund (JKG)
Mid Cap
6/28/2004
0.25
36.61
-13.28
N/A
N/A
8.09
36.55
-13.32
N/A
N/A
8.08
iShares Morningstar Mid Growth Index Fund (JKH)
Mid Cap
6/28/2004
0.30
61.75
-0.64
N/A
N/A
12.75
61.67
-0.71
N/A
N/A
12.73
iShares Morningstar Mid Value Index Fund (JKI)
Mid Cap
6/28/2004
0.30
24.07
-24.21
N/A
N/A
5.53
24.01
-24.20
N/A
N/A
5.52
iShares Morningstar Small Core Index Fund (JKJ)
Small Cap
6/28/2004
0.25
31.12
-17.69
N/A
N/A
6.99
31.15
-17.41
N/A
N/A
7.00
iShares Morningstar Small Growth Index Fund (JKK)
Small Cap
6/28/2004
0.30
22.45
-10.81
N/A
N/A
5.18
22.49
-10.54
N/A
N/A
5.19
iShares Morningstar Small Value Index Fund (JKL)
Small Cap
6/28/2004
0.30
16.04
-23.18
N/A
N/A
3.78
16.03
-22.96
N/A
N/A
3.78
iShares MSCI EAFE Small Cap Index Fund (SCZ)
Small Cap
12/10/2007
0.40
-13.86
N/A
N/A
N/A
N/A
-12.35
N/A
N/A
N/A
N/A
iShares MSCI Japan Small Cap Index Fund (SCJ)
Small Cap
12/20/2007
0.59
-4.06
N/A
N/A
N/A
N/A
-3.89
N/A
N/A
N/A
N/A
iShares NYSE 100 Index Fund (NY)
Large Cap
3/29/2004
0.20
16.93
-14.90
N/A
N/A
3.74
16.79
-14.98
N/A
N/A
3.71
iShares NYSE Composite Index Fund (NYC)
Broad/Total Market
3/30/2004
0.25
43.56
-10.10
N/A
N/A
8.87
43.50
-10.02
N/A
N/A
8.86
iShares Russell 1000 Growth Index Fund (IWF)
Large Cap
5/22/2000
0.20
-25.69
-6.10
7.13
N/A
-3.60
-25.72
-6.09
7.13
N/A
-3.60
iShares Russell 1000 Index Fund (IWB)
Large Cap
5/15/2000
0.15
3.99
-12.44
8.09
N/A
0.48
3.88
-12.50
8.12
N/A
0.47
iShares Russell 1000 Value Index Fund (IWD)
Large Cap
5/22/2000
0.20
44.85
-18.85
8.74
N/A
4.68
44.71
-18.95
8.73
N/A
4.66
iShares Russell 2000 Growth Index Fund (IWO)
Small Cap
7/24/2000
0.25
-3.67
-10.86
10.21
N/A
-0.47
-3.59
-10.63
10.44
N/A
-0.46
iShares Russell 2000 Index Fund (IWM)
Small Cap
5/22/2000
0.20
59.69
-16.19
10.20
N/A
5.94
59.82
-15.90
10.50
N/A
5.95
iShares Russell 2000 Value Index Fund (IWN)
Small Cap
7/24/2000
0.25
110.62
-21.65
9.81
N/A
9.84
110.95
-21.27
10.01
N/A
9.86
iShares Russell 3000 Growth Index Fund (IWZ)
Broad/Total Market
7/24/2000
0.25
-30.73
-6.55
7.31
N/A
-4.52
-30.75
-6.53
7.34
N/A
-4.52
iShares Russell 3000 Index Fund (IWV)
Broad/Total Market
5/22/2000
0.20
10.60
-12.77
8.21
N/A
1.25
10.53
-12.74
8.24
N/A
1.24
iShares Russell 3000 Value Index Fund (IWW)
Broad/Total Market
7/24/2000
0.25
50.39
-19.14
8.75
N/A
5.28
50.33
-19.09
8.73
N/A
5.27
iShares Russell Microcap(R) Index Fund (IWC)
Small Cap
8/12/2005
0.60
-9.49
-26.12
N/A
N/A
-3.40
-9.32
-26.01
N/A
N/A
-3.34
iShares Russell Midcap Growth Index Fund (IWP)
Mid Cap
7/17/2001
0.25
48.87
-6.63
12.06
N/A
5.89
48.82
-6.64
11.92
N/A
5.88
iShares Russell Midcap Index Fund (IWR)
Mid Cap
7/17/2001
0.20
75.30
-11.30
12.88
N/A
8.40
75.21
-11.27
12.85
N/A
8.40
iShares Russell Midcap Value Index Fund (IWS)
Mid Cap
7/17/2001
0.25
85.13
-17.20
12.80
N/A
9.26
85.27
-17.08
12.75
N/A
9.27
iShares S&P 100 Index Fund (OEF)
Large Cap
10/23/2000
0.20
-9.61
-14.24
5.47
N/A
-1.31
-9.89
-14.43
5.38
N/A
-1.35
iShares S&P 1500 Index Fund (ISI)
Broad/Total Market
1/20/2004
0.20
23.37
-12.86
N/A
N/A
4.84
23.34
-12.83
N/A
N/A
4.83
iShares S&P 500 Growth Index Fund (IVW)
Large Cap
5/22/2000
0.18
-14.74
-5.94
6.60
N/A
-1.95
-14.79
-5.96
6.54
N/A
-1.95
iShares S&P 500 Index Fund (IVV)
Large Cap
5/15/2000
0.09
0.65
-13.13
7.50
N/A
0.08
0.58
-13.17
7.47
N/A
0.07
iShares S&P 500 Value Index Fund (IVE)
Large Cap
5/22/2000
0.18
23.01
-20.32
8.08
N/A
2.59
22.92
-20.29
8.07
N/A
2.58
iShares S&P MidCap 400 Growth Index Fund (IJK)
Mid Cap
7/24/2000
0.25
35.12
-1.26
12.16
N/A
3.87
35.12
-1.23
12.16
N/A
3.87
iShares S&P MidCap 400 Index Fund (IJH)
Mid Cap
5/22/2000
0.20
91.84
-7.39
12.45
N/A
8.37
91.76
-7.36
12.43
N/A
8.36
iShares S&P MidCap 400 Value Index Fund (IJJ)
Mid Cap
7/24/2000
0.25
130.73
-13.20
12.52
N/A
11.11
130.76
-13.06
12.52
N/A
11.11
iShares S&P SmallCap 600 Growth Index Fund (IJT)
Small Cap
7/24/2000
0.25
57.79
-9.75
12.20
N/A
5.91
57.85
-9.62
12.25
N/A
5.92
iShares S&P SmallCap 600 Index Fund (IJR)
Small Cap
5/22/2000
0.20
97.97
-14.65
11.46
N/A
8.79
98.13
-14.50
11.50
N/A
8.80
iShares S&P SmallCap 600 Value Index Fund (IJS)
Small Cap
7/24/2000
0.25
103.35
-19.13
10.61
N/A
9.35
103.60
-18.87
10.71
N/A
9.37
Carefully consider the funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the funds' prospectuses, which may be obtained by calling 1-800-iShares or click here to view or download a prospectus. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

* The total annual operating expenses of the iShares Lehman Aggregate Bond Fund (AGG) and iShares Lehman MBS Bond Fund (MBB) include "acquired fund fees and expenses" of 0.04% and 0.11%, respectively, which are related to the funds' investments in the BGI Prime Money Market Fund (the "money market fund"). "Acquired fund fees and expenses" represent the funds' pro rata share of the fees and expenses charged by the money market fund and may vary based on the funds' allocation of assets to the annualized net expenses of the money market fund. Annual operating expenses do not include the effect of interest earned by investments in the money market fund which may in certain cases partially offset the money market fund's fees and expenses.

Shares of iShares Funds are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Market returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined for most iShares Funds), and do not represent the returns you would receive if you traded shares at other times.

An investment in the fund(s) is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.

The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI). Barclays Global Fund Advisors (BGFA) serves as an advisor to the Funds. BGFA is a subsidiary of Barclays Global Investors, N.A., a majority-owned subsidiary of Barclays Bank PLC, none of which is affiliated with SEI.

The iShares Funds are not sponsored, endorsed, or issued by Lehman Brothers, nor are they sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., Dow Jones & Company, Inc., European Public Real Estate Association ("EPRA®"), FTSE International Limited ("FTSE"), FTSE/Xinhua Index Limited ("FXI"), iBoxx®, J.P. Morgan Securities Inc., KLD Research & Analytics, Inc., MSCI Inc., Morningstar Inc., The NASDAQ Stock Market, Inc., National Association of Real Estate Investment Trusts ("NAREIT"), New York Stock Exchange, Inc., Frank Russell Company, or Standard and Poor's. None of these companies make any representation regarding the advisability of investing in the Funds. Neither SEI nor BGI, nor any of their affiliates, are affiliated with the companies listed above.

FXI does not make any warranty regarding the FTSE/Xinhua Index. All rights in the FTSE/Xinhua index vest in FXI. Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Real Estate 50 Index, FTSE NAREIT Residential Index, FTSE NAREIT Retail Index, FTSE NAREIT Mortgage REITs Index or FTSE NAREIT Industrial/Office Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Global Real Estate ex-US Index, FTSE EPRA/NAREIT North America Index, FTSE EPRA/NAREIT Europe Index, or FTSE EPRA/NAREIT Asia Index; all rights vest in FTSE, NAREIT, and EPRA. All rights in the FTSE Developed Small Cap ex-North America Index vest in FTSE. "FTSE" is a trade- and servicemark of London Stock Exchange and The Financial Times Limited; "NAREIT®" is a trademark of NAREIT; "EPRA®" is a trademark of EPRA. "Xinhua" is a trade- and servicemark of Xinhua Financial Network Limited.

©2008 Barclays Global Investors. All rights reserved. iShares® is a registered trademark of Barclays Global Investors, N.A.. All other trademarks, servicemarks or registered trademarks are the property of their respective owners.