Data Source: from January 1972 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares S&P Mid-Cap 400 Growth (IJK)

In the last 30 Years, the iShares S&P Mid-Cap 400 Growth (IJK) ETF obtained a 10.44% compound annual return, with a 18.18% standard deviation.

In 2021, the ETF granted a 0.59% dividend yield. If you are interested in getting periodic income, please refer to the iShares S&P Mid-Cap 400 Growth (IJK) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

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

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares S&P Mid-Cap 400 Growth (IJK) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES S&P MID-CAP 400 GROWTH (IJK) 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
-3.46
-3.43
-3.46
Aug 2022 - Aug 2022
0 - 1
3M
-2.06
-3.34
-10.03
Jun 2022 - Jun 2022
1 - 2
6M
-9.67
-13.47
-17.35
Apr 2022 - Jun 2022
2 - 4
YTD
-18.29
-23.09
-24.95
Jan 2022 - Jun 2022
3 - 5
1Y
-15.59
-22.03
22.97
-24.95
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
8.66
3.58
22.11
-24.95
Jan 2022 - Jun 2022
24 - 12
67% pos
5Y(*)
8.17
4.19
20.12
-24.95
Jan 2022 - Jun 2022
40 - 20
67% pos
10Y(*)
10.74
7.99
16.16
-24.95
Jan 2022 - Jun 2022
82 - 38
68% pos
15Y(*)
8.94
6.40
18.53
-48.22
Nov 2007 - Feb 2009
116 - 64
64% pos
20Y(*)
10.21
7.52
17.03
-48.22
Nov 2007 - Feb 2009
155 - 85
65% pos
25Y(*)
8.83
6.21
19.09
-48.22
Nov 2007 - Feb 2009
184 - 116
61% pos
30Y(*)
10.44
7.74
18.18
-48.22
Nov 2007 - Feb 2009
225 - 135
63% pos
MAX(*)
01 Jan 1972
10.27
6.05
19.05
-61.20
Jun 1972 - Sep 1974
360 - 248
59% 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 S&P Mid-Cap 400 Growth (IJK) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES S&P MID-CAP 400 GROWTH (IJK) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs IJK
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.94
0.96
0.95
0.92
0.92
US Large Cap
SPY
0.93
0.94
0.92
0.87
0.87
US Small Cap
IJR
0.97
0.94
0.92
0.92
0.92
US REITs
VNQ
0.85
0.80
0.71
0.56
0.56
US Technology
QQQ
0.89
0.86
0.83
0.85
0.85
Preferred Stocks
PFF
0.87
0.81
0.73
0.41
0.41
EAFE Stocks
EFA
0.86
0.86
0.81
0.75
0.74
World All Countries
VT
0.93
0.94
0.91
0.86
0.85
Emerging Markets
EEM
0.53
0.72
0.62
0.71
0.70
Europe
VGK
0.82
0.84
0.78
0.75
0.74
Pacific
VPL
0.88
0.87
0.77
0.66
0.64
Latin America
FLLA
0.36
0.52
0.46
0.64
0.64
US Total Bond Market
BND
0.69
0.36
0.27
0.06
0.06
Long Term Treasuries
TLT
0.55
-0.08
-0.09
-0.19
-0.18
US Cash
BIL
-0.13
-0.26
-0.20
-0.04
-0.04
TIPS
TIP
0.82
0.52
0.38
0.14
0.14
Investment Grade Bonds
LQD
0.78
0.59
0.49
0.24
0.24
High Yield Bonds
HYG
0.84
0.84
0.78
0.63
0.63
International Bond Market
BNDX
0.63
0.38
0.32
0.11
0.12
Emerging Market Bonds
EMB
0.79
0.69
0.58
0.53
0.53
Gold
GLD
0.30
0.12
0.05
0.09
0.09
Commodities
DBC
0.12
0.50
0.39
0.36
0.36

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 S&P Mid-Cap 400 Growth (IJK) ETF: Dividend Yield page.

An investment of 1000$, since September 1992, now would be worth 19694.18$, with a total return of 1869.42% (10.44% annualized).

The Inflation Adjusted Capital now would be 9369.28$, with a net total return of 836.93% (7.74% annualized).
An investment of 1000$, since January 1972, now would be worth 141416.23$, with a total return of 14041.62% (10.27% annualized).

The Inflation Adjusted Capital now would be 19624.50$, with a net total return of 1862.45% (6.05% 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
-48.22% Nov 2007 Feb 2009 16 Nov 2010 21 37
-44.10% Sep 2000 Feb 2003 30 Jan 2006 35 65
-24.95% Jan 2022 Jun 2022 6 in progress 2 8
-24.83% Jan 2020 Mar 2020 3 Jul 2020 4 7
-22.99% Apr 1998 Aug 1998 5 Dec 1998 4 9
-20.94% May 2011 Sep 2011 5 Nov 2012 14 19
-18.71% Sep 2018 Dec 2018 4 Dec 2019 12 16
-14.66% Apr 2000 May 2000 2 Aug 2000 3 5
-11.94% Aug 2015 Jan 2016 6 Jul 2016 6 12
-11.51% Jun 1996 Jul 1996 2 Nov 1996 4 6
-9.84% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.48% May 2006 Jul 2006 3 Nov 2006 4 7
-7.22% Feb 1997 Mar 1997 2 May 1997 2 4
-6.73% Jul 1999 Sep 1999 3 Nov 1999 2 5
-6.08% Oct 1997 Jan 1998 4 Feb 1998 1 5
-5.49% Jun 2007 Jul 2007 2 Oct 2007 3 5
-4.68% Sep 2016 Oct 2016 2 Nov 2016 1 3
-4.25% Jul 2014 Jul 2014 1 Aug 2014 1 2
-4.20% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.01% Feb 2018 Apr 2018 3 Jun 2018 2 5

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-61.20% Jun 1972 Sep 1974 28 Jul 1979 58 86
-48.22% Nov 2007 Feb 2009 16 Nov 2010 21 37
-44.10% Sep 2000 Feb 2003 30 Jan 2006 35 65
-32.95% Sep 1987 Nov 1987 3 Jul 1989 20 23
-25.19% Jun 1981 Jul 1982 14 Nov 1982 4 18
-24.95% Jan 2022 Jun 2022 6 in progress 2 8
-24.83% Jan 2020 Mar 2020 3 Jul 2020 4 7
-22.99% Apr 1998 Aug 1998 5 Dec 1998 4 9
-21.72% Jul 1983 May 1984 11 Feb 1985 9 20
-20.94% May 2011 Sep 2011 5 Nov 2012 14 19
-19.80% Jun 1990 Oct 1990 5 Feb 1991 4 9
-18.71% Sep 2018 Dec 2018 4 Dec 2019 12 16
-15.06% Feb 1980 Mar 1980 2 Jun 1980 3 5
-14.66% Apr 2000 May 2000 2 Aug 2000 3 5
-11.94% Aug 2015 Jan 2016 6 Jul 2016 6 12
-11.51% Jun 1996 Jul 1996 2 Nov 1996 4 6
-10.06% Jul 1986 Sep 1986 3 Jan 1987 4 7
-9.84% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.48% May 2006 Jul 2006 3 Nov 2006 4 7
-8.16% Sep 1979 Oct 1979 2 Dec 1979 2 4

Rolling Returns ( more details)

iShares S&P Mid-Cap 400 Growth (IJK) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
12.60 86.29
Jul 1982 - Jun 1983
-51.77
Oct 1973 - Sep 1974
23.79%
2 Years
11.86 51.65
Sep 1998 - Aug 2000
-35.31
Oct 1972 - Sep 1974
12.14%
3 Years
11.84 34.42
Apr 1997 - Mar 2000
-22.19
Jan 1972 - Dec 1974
11.34%
5 Years
12.04 27.86
Mar 1995 - Feb 2000
-5.92
Jun 1972 - May 1977
4.92%
7 Years
12.16 22.66
Apr 1980 - Mar 1987
-2.06
Mar 1972 - Feb 1979
1.71%
10 Years
12.19 21.33
Oct 1990 - Sep 2000
0.52
Sep 2000 - Aug 2010
0.00%
15 Years
11.95 18.77
Oct 1974 - Sep 1989
5.61
Mar 1994 - Feb 2009
0.00%
20 Years
11.94 18.75
Apr 1980 - Mar 2000
4.99
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 S&P Mid-Cap 400 Growth (IJK) ETF: Rolling Returns page.

Seasonality

iShares S&P Mid-Cap 400 Growth (IJK) 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 %
1.28
59%
1.21
59%
1.01
69%
1.36
61%
1.35
61%
0.55
57%
0.52
51%
0.35
53%
-0.61
46%
0.48
56%
2.32
74%
1.83
66%
Best
Year
16.1
1975
17.8
2000
9.3
2009
14.1
2009
10.4
1990
11.5
2000
12.8
2022
12.9
1984
12.3
2010
19.8
1974
12.3
2020
13.2
1999
Worst
Year
-10.4
2022
-8.4
2001
-17.0
2020
-10.0
2000
-6.8
2010
-10.0
2022
-8.9
2002
-17.8
1998
-13.7
2001
-27.5
1987
-16.6
2000
-11.3
2018
Statistics calculated for the period Jan 1972 - Aug 2022

Monthly/Yearly Returns

iShares S&P Mid-Cap 400 Growth (IJK) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
360 Positive Months (59%) - 248 Negative Months (41%)
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
-18.29 -23.09 -10.4 0.9 0.4 -7.4 -0.7 -10.0 12.8 -3.5
2021
+18.68 +10.88 1.9 4.1 2.4 4.0 -1.6 1.1 0.9 1.4 -4.2 7.6 -3.6 4.0
2020
+22.44 +20.80 -1.3 -8.3 -17.0 14.0 8.8 1.4 6.2 3.2 -2.4 1.3 12.3 6.3
2019
+25.96 +23.15 9.2 4.6 0.6 3.2 -6.4 7.1 1.0 -3.0 1.3 0.9 3.2 2.5
2018
-10.52 -12.19 4.3 -3.9 1.1 -1.2 4.1 0.3 1.4 3.8 -1.2 -10.2 3.4 -11.3
2017
+19.64 +17.17 1.9 3.2 -0.2 1.5 0.5 1.2 0.8 -1.0 3.4 3.3 3.7 -0.2
2016
+14.57 +12.24 -5.8 0.6 6.9 0.6 3.3 0.3 4.5 0.6 -1.4 -3.3 5.8 2.4
2015
+1.91 +1.17 0.7 4.4 2.4 -2.6 2.5 -0.9 2.2 -6.6 -2.7 5.1 1.2 -3.4
2014
+7.31 +6.50 -2.6 5.4 -0.7 -2.8 1.9 3.9 -4.2 4.9 -3.8 3.1 2.5 0.1
2013
+32.57 +30.60 7.0 0.2 4.6 1.2 2.2 -2.4 6.2 -3.7 5.9 3.1 1.6 3.3
2012
+17.05 +15.05 6.9 5.0 1.6 -0.1 -6.2 0.7 0.1 4.2 1.6 -1.2 2.6 1.2
2011
-1.34 -4.18 1.3 5.1 3.1 3.3 -0.9 -1.6 -3.1 -6.8 -10.2 13.3 -1.1 -1.7
2010
+30.43 +28.51 -3.9 5.4 7.8 3.9 -6.8 -6.3 6.8 -4.4 12.3 3.9 4.6 5.5
2009
+41.12 +37.38 -5.7 -7.9 9.3 14.1 3.6 0.5 7.9 3.4 6.1 -3.4 3.6 5.5
2008
-37.38 -37.43 -6.7 -0.4 -1.4 8.1 5.8 -4.9 -3.4 1.3 -13.3 -21.5 -9.6 4.5
2007
+12.73 +8.31 3.9 0.5 1.7 3.0 5.6 -1.4 -4.1 1.3 3.4 3.6 -4.4 -0.5
2006
+5.82 +3.20 5.4 -1.4 2.5 0.3 -4.7 -0.3 -3.7 0.8 1.3 3.6 3.4 -1.2
2005
+13.23 +9.49 -2.3 3.6 -1.4 -4.1 6.1 2.0 4.6 -0.8 0.4 -2.3 6.6 0.6
2004
+13.76 +10.17 1.8 2.1 0.6 -2.7 2.1 1.4 -4.9 -1.3 2.7 2.6 5.0 4.1
2003
+30.43 +28.02 -2.3 -2.6 2.4 5.3 6.9 2.1 4.4 3.8 -2.0 7.0 3.0 -0.5
2002
-19.35 -21.22 -1.2 -2.3 6.8 -2.6 -1.7 -9.6 -8.9 0.6 -6.0 4.4 5.1 -4.4
2001
-7.92 -9.32 -0.1 -8.4 -10.7 13.7 3.0 -1.3 -3.2 -4.4 -13.7 7.6 9.2 3.8
2000
-6.28 -9.35 -0.9 17.8 1.2 -10.0 -5.2 11.5 -5.8 11.9 -3.5 -5.8 -16.6 4.3
1999
+42.99 +39.25 4.5 -2.9 6.8 5.1 -3.0 6.6 -3.4 -0.8 -2.6 7.0 7.6 13.2
1998
+17.27 +15.41 -1.7 9.3 4.4 -0.2 -3.9 2.3 -4.6 -17.8 7.1 8.5 6.5 9.7
1997
+17.75 +15.78 3.6 -1.4 -5.9 2.4 8.6 2.7 7.4 -0.3 4.9 -5.9 0.9 0.5
1996
+17.48 +13.70 2.1 4.0 1.0 6.3 2.2 -4.1 -7.7 5.6 5.7 -2.1 5.7 -1.3
1995
+32.91 +29.62 0.8 4.5 3.1 1.1 1.9 6.0 7.4 0.8 3.0 -2.8 4.5 -1.0
1994
-0.60 -3.19 3.0 -0.5 -5.2 0.1 -0.2 -4.3 2.6 6.9 -1.3 1.4 -3.9 1.6
1993
+15.07 +11.99 1.2 -2.3 3.7 -3.9 5.9 0.7 -1.1 5.1 1.1 2.1 -2.5 4.8
1992
+10.79 +7.67 1.1 1.1 -3.7 -0.6 0.5 -3.0 4.7 -1.8 1.8 3.1 6.1 1.5
1991
+39.35 +35.21 6.4 8.5 4.2 -0.5 5.4 -4.9 4.9 2.1 -1.0 1.7 -3.4 11.5
1990
-4.02 -9.55 -6.4 1.6 4.0 -3.2 10.4 -0.6 -1.9 -10.6 -6.1 -2.0 8.8 4.1
1989
+27.09 +21.44 5.5 -0.2 0.4 5.6 4.0 -2.2 8.1 3.6 -0.9 -3.3 2.0 2.2
1988
+14.37 +9.53 2.0 9.0 0.3 0.0 -1.0 7.2 -3.4 -3.5 3.2 -0.4 -2.1 3.1
1987
+2.64 -1.72 14.0 6.9 1.6 -2.6 1.3 3.6 4.1 4.2 -1.9 -27.5 -5.7 11.6
1986
+16.01 +14.75 1.3 8.0 6.3 1.2 5.6 1.1 -7.8 5.4 -7.4 5.2 0.9 -3.3
1985
+33.13 +28.26 12.7 1.8 -2.5 -1.5 5.9 2.0 0.6 -1.0 -4.9 4.9 8.0 4.3
1984
-5.70 -9.28 -6.1 -6.4 1.0 0.0 -4.7 5.3 -3.7 12.9 -2.0 -1.4 -2.5 3.3
1983
+22.32 +17.85 3.5 5.2 2.4 6.4 4.8 6.4 -4.6 -3.4 3.6 -5.7 5.3 -2.5
1982
+20.52 +16.07 -4.7 -6.3 -2.2 5.7 -3.8 -3.7 -2.0 11.5 3.1 15.0 7.8 0.9
1981
-1.74 -9.79 -4.5 2.5 8.2 1.0 2.9 -4.0 -0.3 -7.1 -8.1 8.7 3.1 -2.6
1980
+45.25 +29.09 6.9 -2.3 -13.1 6.0 7.6 5.1 10.7 4.0 4.8 2.1 12.2 -3.4
1979
+33.07 +17.46 6.0 -3.9 7.9 1.5 -1.3 5.5 2.7 7.7 -0.3 -7.8 8.8 3.9
1978
+8.80 -0.20 -6.1 -0.2 5.1 8.2 4.6 -0.7 5.7 7.3 -2.6 -15.6 4.1 1.5
1977
-2.12 -8.26 -3.5 -2.9 -1.1 0.4 -0.7 5.6 -2.0 -1.2 0.6 -3.6 6.4 0.5
1976
+26.54 +20.67 12.6 1.0 1.3 -1.3 -1.4 4.8 -0.8 -1.6 2.3 -2.1 3.8 6.1
1975
+41.95 +32.74 16.1 5.3 5.5 5.8 6.6 6.2 -6.8 -3.9 -4.2 5.2 3.2 -1.4
1974
-32.64 -40.04 -1.5 -1.6 -2.5 -6.9 -6.5 -2.3 -8.4 -11.0 -10.1 19.8 -1.6 -3.0
1973
-32.96 -38.32 -6.8 -7.5 -3.3 -8.9 -5.8 -4.5 11.5 -2.4 10.1 -2.8 -16.5 1.0
1972
+4.29 +0.85 2.2 3.8 -0.2 -0.9 1.1 -3.3 -3.5 1.5 -2.1 -0.8 6.9 -0.1

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

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