Data Source: from January 1972 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares Core S&P Mid-Cap (IJH)

In the last 30 Years, the iShares Core S&P Mid-Cap (IJH) ETF obtained a 11.16% compound annual return, with a 16.83% standard deviation.

In 2021, the ETF granted a 1.46% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P Mid-Cap (IJH) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares Core S&P Mid-Cap (IJH) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES CORE S&P MID-CAP (IJH) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 1972 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-3.17
-3.13
-3.17
Aug 2022 - Aug 2022
0 - 1
3M
-2.95
-4.22
-9.64
Jun 2022 - Jun 2022
1 - 2
6M
-7.97
-11.84
-15.42
Apr 2022 - Jun 2022
3 - 3
YTD
-13.62
-18.68
-19.57
Jan 2022 - Jun 2022
4 - 4
1Y
-10.46
-17.30
20.22
-19.57
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
10.53
5.37
22.77
-29.70
Jan 2020 - Mar 2020
25 - 11
69% pos
5Y(*)
8.66
4.66
20.77
-29.70
Jan 2020 - Mar 2020
41 - 19
68% pos
10Y(*)
11.25
8.49
16.67
-29.70
Jan 2020 - Mar 2020
82 - 38
68% pos
15Y(*)
8.72
6.19
18.78
-49.16
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
10.34
7.65
17.36
-49.45
Jun 2007 - Feb 2009
156 - 84
65% pos
25Y(*)
9.55
6.91
17.83
-49.45
Jun 2007 - Feb 2009
188 - 112
63% pos
30Y(*)
11.16
8.44
16.83
-49.45
Jun 2007 - Feb 2009
232 - 128
64% pos
MAX(*)
01 Jan 1972
11.72
7.45
17.54
-50.32
Dec 1972 - Sep 1974
375 - 233
62% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%

ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Correlations as of Aug 31, 2022

Monthly correlations of iShares Core S&P Mid-Cap (IJH) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES CORE S&P MID-CAP (IJH) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs IJH
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.96
0.95
0.95
0.94
0.94
US Large Cap
SPY
0.95
0.94
0.92
0.91
0.91
US Small Cap
IJR
0.98
0.97
0.96
0.93
0.93
US REITs
VNQ
0.86
0.81
0.70
0.66
0.65
US Technology
QQQ
0.89
0.82
0.78
0.75
0.75
Preferred Stocks
PFF
0.90
0.81
0.72
0.45
0.45
EAFE Stocks
EFA
0.91
0.89
0.82
0.78
0.77
World All Countries
VT
0.96
0.95
0.92
0.89
0.88
Emerging Markets
EEM
0.60
0.75
0.65
0.72
0.71
Europe
VGK
0.87
0.87
0.80
0.79
0.78
Pacific
VPL
0.92
0.89
0.78
0.66
0.65
Latin America
FLLA
0.48
0.58
0.52
0.66
0.66
US Total Bond Market
BND
0.70
0.28
0.19
0.07
0.07
Long Term Treasuries
TLT
0.53
-0.19
-0.19
-0.22
-0.22
US Cash
BIL
-0.15
-0.29
-0.22
-0.03
-0.03
TIPS
TIP
0.81
0.44
0.31
0.16
0.16
Investment Grade Bonds
LQD
0.79
0.54
0.44
0.26
0.26
High Yield Bonds
HYG
0.88
0.83
0.78
0.68
0.68
International Bond Market
BNDX
0.63
0.32
0.26
0.11
0.11
Emerging Market Bonds
EMB
0.84
0.68
0.57
0.55
0.55
Gold
GLD
0.33
0.09
0.03
0.06
0.07
Commodities
DBC
0.19
0.57
0.46
0.38
0.38

Capital Growth as of Aug 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Core S&P Mid-Cap (IJH) ETF: Dividend Yield page.

An investment of 1000$, since September 1992, now would be worth 23882.10$, with a total return of 2288.21% (11.16% annualized).

The Inflation Adjusted Capital now would be 11361.64$, with a net total return of 1036.16% (8.44% annualized).
An investment of 1000$, since January 1972, now would be worth 274207.27$, with a total return of 27320.73% (11.72% annualized).

The Inflation Adjusted Capital now would be 38052.07$, with a net total return of 3705.21% (7.45% annualized).

Drawdowns

Worst drawdowns since September 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-49.45% Jun 2007 Feb 2009 21 Dec 2010 22 43
-29.70% Jan 2020 Mar 2020 3 Nov 2020 8 11
-24.22% Apr 2002 Sep 2002 6 Oct 2003 13 19
-22.61% May 2011 Sep 2011 5 Nov 2012 14 19
-22.10% Apr 1998 Aug 1998 5 Apr 1999 8 13
-19.57% Jan 2022 Jun 2022 6 in progress 2 8
-19.46% Sep 2000 Sep 2001 13 Mar 2002 6 19
-18.17% Sep 2018 Dec 2018 4 Nov 2019 11 15
-12.63% Jun 2015 Jan 2016 8 Jun 2016 5 13
-8.30% Jul 1999 Sep 1999 3 Nov 1999 2 5
-8.19% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.16% Jun 1996 Jul 1996 2 Sep 1996 2 4
-7.89% May 2006 Jul 2006 3 Nov 2006 4 7
-4.79% Oct 1997 Oct 1997 1 Feb 1998 4 5
-4.76% Apr 2000 May 2000 2 Aug 2000 3 5
-4.76% Mar 1997 Mar 1997 1 May 1997 2 3
-4.74% Jul 2004 Jul 2004 1 Nov 2004 4 5
-4.73% Mar 2005 Apr 2005 2 May 2005 1 3
-4.51% Sep 2014 Sep 2014 1 Nov 2014 2 3
-4.42% Jul 2014 Jul 2014 1 Aug 2014 1 2

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-50.32% Dec 1972 Sep 1974 22 Jun 1976 21 43
-49.45% Jun 2007 Feb 2009 21 Dec 2010 22 43
-30.12% Sep 1987 Nov 1987 3 Apr 1989 17 20
-29.70% Jan 2020 Mar 2020 3 Nov 2020 8 11
-24.22% Apr 2002 Sep 2002 6 Oct 2003 13 19
-23.38% Sep 1989 Oct 1990 14 Feb 1991 4 18
-22.61% May 2011 Sep 2011 5 Nov 2012 14 19
-22.10% Apr 1998 Aug 1998 5 Apr 1999 8 13
-19.57% Jan 2022 Jun 2022 6 in progress 2 8
-19.46% Sep 2000 Sep 2001 13 Mar 2002 6 19
-18.25% Jun 1981 Jul 1982 14 Oct 1982 3 17
-18.17% Sep 2018 Dec 2018 4 Nov 2019 11 15
-15.77% Sep 1978 Oct 1978 2 Jun 1979 8 10
-15.69% Feb 1980 Mar 1980 2 Jun 1980 3 5
-14.80% Jul 1983 May 1984 11 Jan 1985 8 19
-12.63% Jun 2015 Jan 2016 8 Jun 2016 5 13
-9.51% Sep 1979 Oct 1979 2 Dec 1979 2 4
-8.30% Jul 1999 Sep 1999 3 Nov 1999 2 5
-8.19% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.16% Jun 1996 Jul 1996 2 Sep 1996 2 4

Rolling Returns ( more details)

iShares Core S&P Mid-Cap (IJH) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.62 83.45
Apr 2020 - Mar 2021
-42.79
Oct 1973 - Sep 1974
22.78%
2 Years
12.94 48.33
Mar 2009 - Feb 2011
-26.87
Oct 1972 - Sep 1974
10.94%
3 Years
12.88 31.11
Aug 1984 - Jul 1987
-15.51
Jan 1972 - Dec 1974
8.38%
5 Years
13.04 28.69
Aug 1982 - Jul 1987
-4.50
Mar 2004 - Feb 2009
0.91%
7 Years
13.09 23.87
Apr 1980 - Mar 1987
-0.47
Mar 2002 - Feb 2009
0.38%
10 Years
13.12 21.32
Oct 1974 - Sep 1984
3.60
Mar 1999 - Feb 2009
0.00%
15 Years
12.89 20.66
Oct 1974 - Sep 1989
6.86
Apr 2005 - Mar 2020
0.00%
20 Years
12.95 18.11
Oct 1974 - Sep 1994
6.83
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Core S&P Mid-Cap (IJH) ETF: Rolling Returns page.

Seasonality

iShares Core S&P Mid-Cap (IJH) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.45
61%
1.10
63%
1.32
73%
1.73
63%
1.31
65%
0.48
55%
0.66
53%
0.50
55%
-0.51
48%
0.37
62%
2.37
74%
1.91
70%
Best
Year
19.3
1975
8.3
1991
8.6
2016
14.8
2009
9.5
1990
7.7
2019
10.9
2022
11.8
1984
11.3
2010
16.3
1974
14.3
2020
10.6
1991
Worst
Year
-7.6
1990
-9.5
2020
-20.3
2020
-7.1
2022
-8.0
2019
-9.6
2022
-9.6
2002
-16.1
1998
-12.4
2001
-25.2
1987
-14.7
1973
-11.3
2018
Statistics calculated for the period Jan 1972 - Aug 2022

Monthly/Yearly Returns

iShares Core S&P Mid-Cap (IJH) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
375 Positive Months (62%) - 233 Negative Months (38%)
Jan 1972 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-13.62 -18.68 -7.3 1.2 1.3 -7.1 0.8 -9.6 10.9 -3.2
2021
+24.71 +16.52 1.5 6.8 4.7 4.4 0.3 -1.1 0.4 2.0 -4.0 5.9 -3.0 5.1
2020
+13.58 +12.06 -2.6 -9.5 -20.3 14.1 7.3 1.3 4.6 3.6 -3.3 2.2 14.3 6.5
2019
+26.10 +23.28 10.3 4.4 -0.6 4.0 -8.0 7.7 1.0 -4.1 3.1 1.1 3.0 2.8
2018
-11.18 -12.84 2.8 -4.4 1.0 -0.3 4.2 0.4 1.7 3.2 -1.1 -9.6 3.2 -11.3
2017
+16.26 +13.86 1.7 2.5 -0.4 0.8 -0.4 1.6 0.9 -1.5 3.9 2.3 3.7 0.3
2016
+20.73 +18.28 -5.6 1.3 8.6 1.1 2.3 0.5 4.1 0.5 -0.6 -2.7 7.9 2.2
2015
-2.33 -3.04 -1.1 5.1 1.3 -1.4 1.7 -1.2 0.0 -5.6 -3.2 5.6 1.4 -4.2
2014
+9.71 +8.89 -2.2 5.0 0.4 -1.6 1.7 4.2 -4.4 5.0 -4.5 3.5 1.9 0.8
2013
+33.46 +31.48 7.3 0.9 4.9 0.6 2.2 -2.0 6.5 -4.0 5.5 3.5 1.5 3.0
2012
+17.79 +15.77 6.6 4.5 1.9 -0.4 -6.4 2.1 -0.2 3.5 1.8 -0.7 2.2 2.2
2011
-2.18 -4.99 1.8 4.6 2.5 2.7 -1.3 -2.1 -3.6 -7.0 -10.6 13.7 -0.2 -0.5
2010
+26.72 +24.85 -3.2 5.2 7.0 4.4 -7.1 -6.6 6.7 -4.9 11.3 3.4 3.0 6.7
2009
+37.81 +34.16 -6.8 -9.4 8.5 14.8 3.3 0.5 8.4 4.4 5.8 -4.5 4.2 6.1
2008
-36.18 -36.24 -5.7 -1.8 -0.9 7.5 5.4 -7.0 -1.7 1.4 -10.8 -21.3 -9.6 4.4
2007
+7.30 +3.09 3.7 0.9 1.3 2.8 5.0 -2.0 -4.9 1.4 2.7 2.5 -4.8 -0.9
2006
+9.67 +6.95 5.4 -0.4 2.5 1.5 -4.5 -0.5 -3.0 1.2 0.9 4.3 3.1 -0.7
2005
+12.88 +9.15 -2.3 3.3 -1.2 -3.6 5.7 2.5 5.5 -1.0 0.6 -3.1 5.7 0.6
2004
+16.09 +12.43 2.1 2.6 0.6 -3.6 2.2 2.2 -4.7 0.1 2.8 1.3 6.0 3.9
2003
+35.21 +32.71 -3.3 -2.3 1.0 6.9 8.3 1.3 3.6 4.5 -1.6 7.9 3.3 1.7
2002
-14.21 -16.20 0.1 -0.4 7.3 -0.3 -1.8 -7.3 -9.6 0.7 -8.3 4.3 5.9 -4.1
2001
-1.24 -2.75 1.7 -5.7 -7.2 11.3 2.2 -0.4 -1.9 -2.8 -12.4 4.3 7.3 4.8
2000
+18.10 +14.23 -2.8 7.0 8.6 -3.5 -1.3 1.7 1.6 11.2 -0.7 -3.4 -7.5 7.7
1999
+15.32 +12.30 -3.9 -5.2 2.9 7.8 0.5 5.5 -2.1 -3.4 -3.1 5.2 5.3 6.0
1998
+9.90 +8.15 -1.8 8.0 4.6 0.0 -3.1 1.0 -5.1 -16.1 6.7 7.4 5.0 5.7
1997
+25.66 +23.56 3.4 0.3 -4.8 2.5 7.7 3.1 7.3 -0.3 5.3 -4.8 2.2 2.2
1996
+18.97 +15.14 2.0 2.4 1.2 3.7 1.6 -2.1 -6.2 5.3 4.5 0.2 6.0 -0.5
1995
+33.22 +29.92 1.7 4.5 2.6 1.9 2.6 4.2 5.5 1.5 2.5 -2.2 4.5 -0.1
1994
-1.72 -4.28 3.0 -1.5 -4.3 1.0 -0.5 -3.2 3.5 5.1 -2.0 0.4 -4.2 1.3
1993
+16.20 +13.09 2.2 -0.1 3.6 -2.8 3.8 1.5 0.1 4.8 0.4 0.7 -2.8 4.0
1992
+15.19 +11.95 1.4 1.9 -2.6 1.2 0.7 -1.9 4.2 -2.2 1.5 2.7 4.8 2.9
1991
+40.44 +36.27 6.3 8.3 3.9 1.1 5.4 -4.8 4.7 2.5 -0.7 2.0 -3.7 10.6
1990
-10.73 -15.87 -7.6 1.7 2.7 -4.5 9.5 -1.1 -2.4 -10.3 -7.2 -3.1 9.1 4.1
1989
+26.00 +20.41 5.8 0.0 1.3 5.2 4.2 -0.3 6.8 3.3 -1.1 -4.3 1.2 1.9
1988
+19.44 +14.39 3.6 7.6 0.6 0.1 -0.3 6.8 -2.0 -1.8 3.3 0.3 -2.1 2.3
1987
+0.84 -3.44 12.3 5.7 1.4 -2.2 0.6 3.8 4.3 3.5 -1.7 -25.2 -5.0 8.8
1986
+17.12 +15.85 1.8 7.6 6.1 -0.6 5.2 1.3 -6.8 6.9 -6.8 4.9 0.5 -2.9
1985
+32.79 +27.93 10.8 1.3 -0.4 -0.7 5.4 2.2 0.6 -0.5 -4.7 4.5 7.2 4.0
1984
-1.74 -5.47 -3.7 -5.7 1.5 -0.5 -5.3 3.5 -3.3 11.8 0.0 -0.7 -0.8 2.7
1983
+27.11 +22.47 3.3 4.9 3.7 6.4 4.0 4.3 -3.0 -1.4 3.6 -4.0 4.9 -1.7
1982
+25.21 +20.60 -3.8 -3.9 -0.9 4.8 -3.7 -2.2 -2.4 11.8 3.1 14.1 7.1 0.8
1981
+4.10 -4.42 -1.9 2.3 8.2 0.8 2.7 -1.6 -1.6 -5.9 -6.2 6.8 3.8 -2.3
1980
+30.76 +16.22 5.6 -3.0 -13.0 7.0 8.3 4.5 7.9 2.8 2.8 0.7 7.8 -2.0
1979
+31.48 +16.05 6.9 -3.6 8.2 1.4 -1.3 6.2 2.9 6.9 -0.7 -8.9 7.6 3.5
1978
+8.97 -0.04 -5.1 -0.4 5.1 7.2 3.7 -0.3 6.2 5.8 -1.5 -14.5 3.3 1.2
1977
+1.30 -5.06 -2.6 -2.2 0.1 1.5 -0.7 5.4 -1.9 -1.7 0.5 -3.5 6.5 0.4
1976
+36.67 +30.33 14.9 2.9 1.8 -1.4 -1.4 5.6 0.0 -0.6 2.4 -1.9 3.2 7.3
1975
+48.69 +39.05 19.3 4.0 5.3 4.8 6.0 7.1 -6.2 -3.2 -3.7 6.0 3.9 -0.6
1974
-26.34 -34.43 1.9 0.2 -3.1 -6.4 -6.3 -2.9 -5.5 -9.5 -8.0 16.3 -1.8 -2.6
1973
-24.20 -30.27 -6.0 -5.5 -2.3 -6.4 -4.5 -3.5 8.7 -2.0 10.1 -1.4 -14.7 2.7
1972
+8.02 +4.46 2.3 2.3 1.1 0.1 0.3 -3.6 -2.5 3.6 -1.9 0.3 7.3 -1.0

ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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