Last Update: 31 Aug 2020

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 12.28% compound annual return, with a 17.92% standard deviation.

In 2019, the portfolio granted a 1.75% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P Small-Cap (IJR): 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 ETF 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%
Permanent 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): Dividend Yield page.

Capital Growth:

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

Swipe left to see all data
Period Returns
Aug 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.88%
0.00%
1 - 0
3M
+12.22%
0.00%
3 - 0
6M
+2.45%
-22.55%
Mar 2020 - Mar 2020
5 - 1
YTD
-11.06%
-32.77%
Jan 2020 - Mar 2020
5 - 3
1Y
-0.48%
29.67%
-32.77%
Jan 2020 - Mar 2020
9 - 3
3Y
+3.82%
annualized
23.29%
-36.12%
Sep 2018 - Mar 2020
25 - 11
5Y
+7.47%
annualized
20.15%
-36.12%
Sep 2018 - Mar 2020
41 - 19
10Y
+12.28%
annualized
17.92%
-36.12%
Sep 2018 - Mar 2020
80 - 40
MAX
01 Jan 1972
+11.51%
annualized
19.46%
-53.43%
May 1972 - Sep 1974
359 - 225

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
+13.47% +97.53%
Jul 1982 - Jun 1983
-42.26%
Mar 2008 - Feb 2009
23.56%
2 Years
+12.92% +50.15%
Jan 1975 - Dec 1976
-30.27%
Jan 1973 - Dec 1974
13.01%
3 Years
+13.17% +37.65%
Jan 1975 - Dec 1977
-19.16%
Jan 1972 - Dec 1974
9.11%
5 Years
+13.29% +34.06%
Jan 1975 - Dec 1979
-5.17%
Mar 2004 - Feb 2009
2.48%
7 Years
+13.27% +29.58%
Jan 1975 - Dec 1981
-0.74%
Apr 2002 - Mar 2009
0.40%
10 Years
+12.92% +26.24%
Oct 1974 - Sep 1984
+2.73%
Mar 1999 - Feb 2009
0.00%
15 Years
+12.50% +22.73%
Oct 1974 - Sep 1989
+5.28%
Mar 1994 - Feb 2009
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares Core S&P Small-Cap (IJR) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 2.3 1.1 1.1 1.8 1.1 1.2 0.3 0.3 -0.1 -0.4 2.0 2.1
Best 24.8
1975
16.5
2000
9.8
1979
18.1
2009
11.1
1997
9.3
2000
11.0
1973
11.9
1984
11.3
2010
14.9
2011
12.5
2016
11.5
1999
Worst -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
Gain
Frequency
61 61 69 65 61 63 51 55 54 52 73 71

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-11.06% -4.0 -9.6 -22.6 12.9 4.4 3.6 4.3 3.9
2019
+22.82% 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% 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% -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% -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% -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% -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% 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% 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% 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% -3.1 4.1 8.0 5.8 -7.2 -7.1 6.5 -7.6 11.3 4.3 3.8 7.6
2009
+25.88% -11.7 -11.8 6.6 18.1 1.9 1.8 9.8 2.4 5.1 -5.6 2.6 8.2
2008
-31.52% -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% 2.0 -0.6 1.7 2.3 4.4 -1.6 -5.1 1.9 1.6 1.7 -7.1 -1.1
2006
+15.09% 8.2 -0.5 5.0 0.1 -4.6 -0.2 -3.7 1.8 0.9 5.1 2.6 0.0
2005
+7.53% -2.2 2.8 -2.5 -5.6 6.5 3.6 6.1 -1.6 0.7 -3.6 5.2 -1.1
2004
+22.41% 3.0 1.8 1.5 -3.9 2.2 5.5 -5.5 -1.0 5.0 2.1 8.8 1.9
2003
+38.50% -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% 1.5 -2.1 7.8 3.2 -4.3 -5.3 -14.0 0.6 -5.8 2.9 5.4 -3.3
2001
+6.43% 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% -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% 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% -1.6 7.5 4.2 0.5 -5.4 -0.2 -8.0 -19.3 7.5 4.2 5.3 6.2
1997
+24.59% 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% 0.2 3.4 1.9 5.6 3.9 -3.8 -8.4 5.9 3.8 -1.5 4.4 2.4
1995
+28.74% -1.0 3.6 2.2 2.2 1.9 5.0 5.8 2.2 1.7 -4.3 3.9 2.8
1994
-0.51% 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% 3.8 -1.9 3.1 -2.8 4.3 0.3 0.9 4.2 2.8 2.7 -2.9 3.3
1992
+18.20% 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% 8.6 11.4 6.9 -0.4 4.4 -5.5 3.8 4.1 0.4 2.7 -4.9 8.1
1990
-18.13% -8.3 2.0 4.8 -3.4 7.1 0.3 -4.3 -12.9 -8.9 -6.0 7.8 4.5
1989
+19.41% 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% 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% 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% 1.7 7.5 5.2 1.6 4.4 0.9 -9.0 3.9 -6.4 3.6 0.0 -2.6
1985
+33.70% 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% -1.8 -5.7 1.0 -0.5 -5.4 3.1 -4.2 11.9 -0.4 -1.1 -2.1 2.1
1983
+31.64% 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% -3.5 -4.3 -0.7 5.8 -2.6 -2.4 -1.5 9.2 4.0 14.1 8.9 1.0
1981
+4.36% -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% 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% 8.3 -2.7 9.8 2.2 -1.4 5.9 3.3 7.9 -0.4 -10.1 8.4 5.7
1978
+17.74% -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% 1.0 -1.5 0.4 1.7 0.0 6.8 -0.3 -0.5 1.0 -2.6 7.7 1.6
1976
+45.33% 17.8 6.9 1.4 -1.1 -1.9 4.7 0.0 -1.7 2.9 -1.9 4.0 8.7
1975
+55.13% 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% 7.1 0.1 -1.5 -5.8 -7.7 -3.0 -4.2 -8.8 -8.7 12.2 -4.0 -5.6
1973
-32.85% -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% 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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