Data Source: from January 1972 to December 2021

Last Update: 31 Dec 2021

Category: Stocks
ETF: iShares Core S&P Small-Cap (IJR)

In the last 10 years, the iShares Core S&P Small-Cap (IJR) ETF obtained a 14.47% compound annual return, with a 17.63% standard deviation.

In the last 25 years, a 10.37% compound annual return, with a 19.58% standard deviation.

In 2021, the ETF granted a 1.92% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P Small-Cap (IJR) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

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

The iShares Core S&P Small-Cap (IJR) ETF is present in the following Lazy Portfolios:

Portfolio Name Author IJR Weight
Ultimate Buy&Hold FundAdvice 6.0%
No Brainer Portfolio Bill Bernstein 25.0%
Coffee House Bill Schultheis 10.0%
Lifepath Fund iShares 4.2%
Coward's Portfolio Bill Bernstein 5.0%
Ultimate Buy and Hold Strategy Paul Merriman 10.0%
Sandwich Portfolio Bob Clyatt 8.0%
7Twelve Portfolio Craig Israelsen 8.3%
Simple Money Portfolio Tim Maurer 7.5%
Family Taxable Portfolio Ted Aronson 10.0%
Big Rocks Portfolio Larry Swedroe 9.0%
Gone Fishin' Portfolio Alexander Green 15.0%
Paul Boyer Portfolio Paul Boyer 12.5%

Capital Growth and Historical Returns

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 Small-Cap (IJR) ETF: Dividend Yield page.

Time Range:

An investment of 1000$, since January 1997, now would be worth 11770.80$, with a total return of 1077.08% (10.37% annualized).

The Inflation Adjusted Capital now would be 6683.75$, with a net total return of 568.38% (7.89% annualized).

Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+4.50%
+4.01%
0.00%
1 - 0
3M
+5.57%
+3.29%
-2.43%
Nov 2021 - Nov 2021
2 - 1
6M
+2.49%
-0.88%
-2.92%
Jul 2021 - Sep 2021
3 - 3
YTD
+26.60%
+18.18%
11.05%
-2.92%
Jul 2021 - Sep 2021
9 - 3
75% pos
1Y
+26.60%
+18.18%
11.05%
-2.92%
Jul 2021 - Sep 2021
9 - 3
75% pos
3Y
+20.05%
annualized
+15.96%
annualized
23.64%
-32.77%
Jan 2020 - Mar 2020
26 - 10
72% pos
5Y
+12.37%
annualized
+9.18%
annualized
20.88%
-36.12%
Sep 2018 - Mar 2020
41 - 19
68% pos
10Y
+14.47%
annualized
+12.10%
annualized
17.63%
-36.12%
Sep 2018 - Mar 2020
81 - 39
68% pos
20Y
+10.68%
annualized
+8.18%
annualized
18.80%
-51.79%
Jun 2007 - Feb 2009
155 - 85
65% pos
25Y
+10.37%
annualized
+7.89%
annualized
19.58%
-51.79%
Jun 2007 - Feb 2009
189 - 111
63% pos
MAX
01 Jan 1972
+12.22%
annualized
+7.99%
annualized
19.47%
-53.43%
May 1972 - Sep 1974
371 - 229
62% pos
(*)Annualized St.Dev. of monthly returns

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 5Y: 2.92% , 10Y: 2.12% , 25Y: 2.29%

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

Drawdowns

Drawdonws Chart:

Worst drawdowns since January 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-51.79% Jun 2007 Feb 2009 21 Feb 2011 24 45
-36.12% Sep 2018 Mar 2020 19 Dec 2020 9 28
-29.82% May 1998 Aug 1998 4 Dec 1999 16 20
-27.50% May 2002 Feb 2003 10 Oct 2003 8 18
-24.76% Mar 2000 Sep 2001 19 Apr 2002 7 26
-22.06% May 2011 Sep 2011 5 Mar 2012 6 11
-11.66% Jul 2015 Jan 2016 7 Jun 2016 5 12
-8.26% May 2006 Jul 2006 3 Nov 2006 4 7
-7.97% Mar 2005 Apr 2005 2 Jun 2005 2 4
-7.54% Apr 2012 May 2012 2 Sep 2012 4 6
-7.09% Feb 1997 Mar 1997 2 May 1997 2 4
-6.68% Jul 2014 Sep 2014 3 Dec 2014 3 6
-6.45% Jul 2004 Aug 2004 2 Oct 2004 2 4
-4.93% Oct 1997 Nov 1997 2 Feb 1998 3 5
-4.45% Aug 2005 Oct 2005 3 Nov 2005 1 4
-4.41% Oct 2016 Oct 2016 1 Nov 2016 1 2
-3.89% Apr 2004 Apr 2004 1 Jun 2004 2 3
-3.81% Feb 2018 Feb 2018 1 May 2018 3 4
-3.70% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.59% Jan 2015 Jan 2015 1 Feb 2015 1 2

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+14.24% +97.53%
Jul 1982 - Jun 1983
-42.26%
Mar 2008 - Feb 2009
23.26%
2 Years
+12.99% +50.15%
Jan 1975 - Dec 1976
-30.27%
Jan 1973 - Dec 1974
13.00%
3 Years
+13.09% +37.65%
Jan 1975 - Dec 1977
-19.16%
Jan 1972 - Dec 1974
9.03%
5 Years
+13.29% +34.06%
Jan 1975 - Dec 1979
-5.17%
Mar 2004 - Feb 2009
2.40%
7 Years
+13.19% +29.58%
Jan 1975 - Dec 1981
-0.74%
Apr 2002 - Mar 2009
0.39%
10 Years
+12.93% +26.24%
Oct 1974 - Sep 1984
+2.72%
Mar 1999 - Feb 2009
0.00%
15 Years
+12.39% +22.73%
Oct 1974 - Sep 1989
+5.28%
Mar 1994 - Feb 2009
0.00%
20 Years
+12.32% +19.44%
Oct 1974 - Sep 1994
+6.49%
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 Small-Cap (IJR) ETF: Rolling Returns page.

Seasonality

In the table below, for the iShares Core S&P Small-Cap (IJR) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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 %
2.38
62%
1.25
62%
1.13
70%
1.83
66%
1.08
62%
1.21
64%
0.26
50%
0.35
56%
-0.25
52%
-0.23
54%
2.26
72%
2.27
72%
Best
Year
24.8
1975
16.5
2000
9.8
1979
18.1
2009
11.1
1997
9.3
2000
11.0
1973
11.8
1984
11.2
2010
14.9
2011
18.2
2020
11.5
1999
Worst
Year
-11.7
2009
-11.8
2009
-22.6
2020
-7.4
1973
-8.7
2019
-7.5
2008
-14.0
2002
-19.3
1998
-14.1
2001
-29.0
1987
-18.2
1973
-12.2
2018
Statistics calculated for the period Jan 1972 - Dec 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
371 Positive Months (62%) - 229 Negative Months (38%)
Jan 1972 - Dec 2021
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
2021
+26.60 +18.18 6.2 7.7 3.5 1.9 2.1 0.3 -2.4 1.9 -2.4 3.5 -2.4 4.5
2020
+11.28 +9.85 -4.0 -9.6 -22.6 12.9 4.4 3.6 4.3 3.9 -4.6 2.5 18.2 8.2
2019
+22.82 +20.11 10.6 4.3 -3.3 3.9 -8.7 7.3 1.2 -4.6 3.4 2.0 3.0 3.0
2018
-8.49 -10.22 2.5 -3.8 2.0 1.1 6.5 1.0 3.2 4.8 -3.1 -10.5 1.6 -12.2
2017
+13.15 +10.82 -0.6 1.6 -0.1 0.9 -2.1 2.9 1.0 -2.5 7.8 0.9 3.5 -0.5
2016
+26.61 +24.07 -6.2 1.1 8.2 1.2 1.6 0.7 5.0 1.4 0.6 -4.4 12.5 3.4
2015
-2.07 -2.70 -3.6 6.0 1.6 -2.3 1.5 1.1 -0.8 -5.2 -3.5 6.1 2.7 -4.7
2014
+5.85 +5.16 -3.7 4.4 0.7 -2.7 0.2 4.8 -5.6 4.3 -5.2 6.9 -0.2 2.9
2013
+41.32 +39.22 5.8 1.4 4.2 -0.2 4.3 -0.1 6.9 -2.3 6.2 3.6 4.5 1.4
2012
+16.29 +14.28 6.6 2.2 2.9 -1.4 -6.3 4.2 -0.8 3.9 2.3 -2.3 1.3 3.1
2011
+0.79 -2.20 0.1 4.4 2.9 2.6 -0.9 -1.8 -3.2 -7.8 -10.3 14.9 0.6 1.3
2010
+26.60 +24.81 -3.1 4.1 8.0 5.8 -7.2 -7.1 6.4 -7.6 11.2 4.2 3.8 7.6
2009
+25.88 +22.44 -11.7 -11.8 6.6 18.1 1.9 1.8 9.7 2.4 5.1 -5.6 2.6 8.2
2008
-31.52 -31.50 -5.4 -2.4 -0.1 4.4 4.2 -7.5 1.9 4.3 -6.7 -19.8 -11.9 5.1
2007
-0.47 -4.40 2.0 -0.6 1.7 2.3 4.4 -1.6 -5.1 1.9 1.6 1.7 -7.1 -1.0
2006
+15.09 +12.25 8.2 -0.5 5.0 0.1 -4.5 -0.2 -3.7 1.8 0.9 5.1 2.6 0.0
2005
+7.53 +4.06 -2.2 2.8 -2.5 -5.6 6.5 3.5 6.1 -1.6 0.7 -3.6 5.2 -1.1
2004
+22.41 +18.45 3.0 1.8 1.5 -3.9 2.2 5.5 -5.5 -1.0 5.0 2.1 8.8 1.8
2003
+38.50 +35.74 -3.1 -3.5 0.5 8.6 7.7 2.7 5.0 5.0 -2.7 8.6 3.9 1.4
2002
-14.31 -16.38 1.5 -2.1 7.8 3.2 -4.3 -5.2 -14.0 0.6 -5.8 2.9 5.4 -3.3
2001
+6.43 +4.75 4.8 -5.9 -4.6 7.9 2.0 2.2 -0.7 -1.8 -14.1 5.7 6.6 6.7
2000
-2.67 -5.90 -1.7 16.5 -6.7 -6.0 -5.8 9.3 -3.4 7.6 -3.0 -4.3 -10.3 8.6
1999
+23.13 +19.92 1.2 -8.1 1.5 8.9 1.7 5.8 -2.2 -3.8 -0.1 0.4 6.0 11.5
1998
-2.61 -4.15 -1.6 7.5 4.1 0.5 -5.4 -0.2 -8.0 -19.3 7.5 4.2 5.3 6.2
1997
+24.59 +22.51 2.3 -2.5 -4.7 0.4 11.1 5.2 5.4 2.2 7.3 -4.4 -0.5 1.7
1996
+18.12 +14.26 0.2 3.4 1.9 5.6 3.9 -3.8 -8.4 5.9 3.8 -1.4 4.4 2.4
1995
+28.74 +25.56 -1.0 3.6 2.1 2.2 1.9 5.0 5.8 2.1 1.7 -4.3 3.9 2.8
1994
-0.51 -3.03 3.6 -0.4 -5.1 0.7 -0.8 -3.3 1.8 5.5 -0.3 -0.4 -3.9 2.6
1993
+18.70 +15.46 3.8 -1.8 3.1 -2.8 4.3 0.3 0.9 4.2 2.8 2.7 -2.9 3.3
1992
+18.20 +14.80 8.0 3.5 -3.4 -3.0 1.2 -4.8 3.6 -2.4 1.7 3.2 7.0 3.4
1991
+45.26 +41.06 8.6 11.4 6.9 -0.4 4.4 -5.5 3.8 4.1 0.4 2.7 -4.9 8.0
1990
-18.13 -22.95 -8.3 2.0 4.8 -3.4 7.1 0.3 -4.3 -12.9 -8.8 -6.0 7.8 4.5
1989
+19.41 +14.12 4.6 0.7 2.6 4.5 4.4 -1.7 4.4 3.0 0.3 -5.5 1.0 0.2
1988
+23.78 +18.55 3.8 8.3 3.1 1.7 -1.4 7.2 -1.4 -2.5 2.9 -0.3 -2.8 3.8
1987
-6.42 -10.31 11.6 7.2 2.0 -2.9 0.1 2.8 3.5 3.5 -2.1 -29.0 -4.8 8.5
1986
+9.77 +8.48 1.7 7.5 5.1 1.6 4.4 0.9 -9.0 3.9 -6.4 3.6 0.0 -2.6
1985
+33.70 +28.82 11.8 2.3 -1.6 -0.5 4.2 2.3 2.3 -0.9 -5.4 3.8 7.5 4.5
1984
-4.26 -7.98 -1.8 -5.7 1.0 -0.5 -5.4 3.0 -4.2 11.8 -0.4 -1.1 -2.1 2.1
1983
+31.64 +26.83 6.8 5.7 4.5 7.8 6.1 4.4 -2.4 -3.0 2.0 -6.1 4.7 -1.5
1982
+29.27 +24.50 -3.5 -4.3 -0.7 5.8 -2.6 -2.4 -1.5 9.2 4.0 14.1 8.9 0.9
1981
+4.36 -4.18 -0.8 1.2 7.6 3.1 3.3 -1.8 -2.3 -7.2 -7.4 8.1 3.4 -1.6
1980
+35.78 +20.85 7.0 -2.4 -16.6 6.6 8.3 4.7 10.3 5.3 3.2 3.2 7.2 -2.7
1979
+41.02 +24.52 8.3 -2.7 9.8 2.2 -1.4 5.8 3.3 7.9 -0.4 -10.1 8.4 5.7
1978
+17.74 +8.03 -3.6 1.8 6.3 8.0 5.7 0.1 5.9 8.0 -1.2 -19.4 6.1 2.3
1977
+15.67 +8.43 1.0 -1.4 0.4 1.7 0.0 6.8 -0.3 -0.5 1.0 -2.6 7.6 1.5
1976
+45.33 +38.37 17.8 6.9 1.4 -1.1 -1.9 4.7 0.0 -1.7 2.9 -1.9 3.9 8.7
1975
+55.13 +44.81 24.8 4.4 6.5 4.5 7.2 6.3 -3.9 -4.4 -3.8 3.5 3.1 -0.4
1974
-27.59 -35.40 7.1 0.1 -1.4 -5.7 -7.6 -3.0 -4.2 -8.8 -8.7 12.2 -4.0 -5.6
1973
-32.85 -38.36 -6.4 -7.8 -2.9 -7.4 -7.2 -3.5 11.0 -3.2 10.5 -0.4 -18.2 -0.1
1972
+8.66 +5.08 6.1 3.6 0.9 0.7 -0.5 -2.6 -2.8 2.0 -2.6 -0.6 5.8 -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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