Last Update: 31 Aug 2021
In the last 10 years, the iShares S&P Small-Cap 600 Growth (IJT) ETF obtained a 15.3% compound annual return, with a 17.59% standard deviation.
In the last 20 years, a 11.26% compound annual return, with a 18.50% standard deviation.
In 2020, the portfolio granted a 0.81% dividend yield. If you are interested in getting periodic income, please refer to the iShares S&P Small-Cap 600 Growth (IJT): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Small Cap
- Style: Growth
- Region: North America
- Country: U.S.
The iShares S&P Small-Cap 600 Growth (IJT) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Edge Select Aggressive | Merrill Lynch | 3.0% |
| Edge Select Moderate | Merrill Lynch | 2.0% |
| Edge Select Moderately Aggressive | Merrill Lynch | 2.0% |
| Edge Select Conservative | Merrill Lynch | 1.0% |
| Edge Select Moderately Conservative | Merrill Lynch | 1.0% |
| Ideal Index | Frank Armstrong | 6.3% |
| Family Taxable Portfolio | Ted Aronson | 5.0% |
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 S&P Small-Cap 600 Growth (IJT): Dividend Yield page.
ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.18%
|
0.00%
|
1 - 0 | |
|
3M
|
+3.61%
|
-0.26%
Jul 2021 - Jul 2021
|
2 - 1 | |
|
6M
|
+6.91%
|
-0.26%
Jul 2021 - Jul 2021
|
5 - 1 | |
|
YTD
|
+18.65%
|
-0.26%
Jul 2021 - Jul 2021
|
7 - 1 | |
|
1Y
|
+47.53%
|
18.10%
|
-4.14%
Sep 2020 - Sep 2020
|
10 - 2 |
|
3Y
|
+9.89%
annualized
|
23.91%
|
-32.91%
Sep 2018 - Mar 2020
|
25 - 11 |
|
5Y
|
+15.60%
annualized
|
20.23%
|
-32.91%
Sep 2018 - Mar 2020
|
44 - 16 |
|
10Y
|
+15.30%
annualized
|
17.59%
|
-32.91%
Sep 2018 - Mar 2020
|
84 - 36 |
|
MAX
01 Jan 1972
|
+10.42%
annualized
|
20.90%
|
-64.07%
May 1972 - Sep 1974
|
366 - 230 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares S&P Small-Cap 600 Growth (IJT) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+12.48% |
+101.93% Jul 1982 - Jun 1983 |
-50.73% Oct 1973 - Sep 1974 |
25.81% |
| 2 Years |
+11.25% |
+51.17% Dec 1978 - Nov 1980 |
-37.49% Oct 1972 - Sep 1974 |
16.93% |
| 3 Years |
+11.37% |
+38.12% Dec 1977 - Nov 1980 |
-25.04% Jan 1972 - Dec 1974 |
10.87% |
| 5 Years |
+11.56% |
+33.07% Jan 1975 - Dec 1979 |
-4.76% Mar 2004 - Feb 2009 |
4.10% |
| 7 Years |
+11.46% |
+28.39% Jan 1975 - Dec 1981 |
-0.27% Apr 2002 - Mar 2009 |
0.39% |
| 10 Years |
+11.07% |
+23.05% Oct 1974 - Sep 1984 |
+2.48% Mar 2000 - Feb 2010 |
0.00% |
| 15 Years |
+10.52% |
+19.31% Oct 1974 - Sep 1989 |
+4.14% Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
+10.41% |
+16.38% Oct 1974 - Sep 1994 |
+6.20% Mar 1989 - Feb 2009 |
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 Small-Cap 600 Growth (IJT) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the iShares S&P Small-Cap 600 Growth (IJT) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.86 58% |
1.01 60% |
0.92 74% |
1.52 60% |
1.28 60% |
1.12 62% |
0.24 48% |
0.29 58% |
-0.26 59% |
-0.26 57% |
2.25 73% |
2.20 67% |
| Best Year |
23.8 1975 |
21.1 2000 |
10.9 1979 |
16.9 2009 |
14.3 1997 |
9.3 2000 |
15.1 1973 |
13.6 1984 |
11.7 2010 |
15.6 1982 |
17.3 2020 |
12.5 1999 |
| Worst Year |
-10.4 2009 |
-10.9 2009 |
-20.1 2020 |
-9.8 1973 |
-9.0 1973 |
-6.2 1996 |
-12.0 1996 |
-22.2 1998 |
-12.9 2001 |
-31.6 1987 |
-20.9 1973 |
-12.1 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in iShares S&P Small-Cap 600 Growth (IJT) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+18.65% | 6.2 | 4.5 | 1.3 | 1.8 | 0.0 | 1.7 | -0.3 | 2.2 | ||||
| 2020 |
+19.22% | -1.7 | -8.9 | -20.1 | 12.4 | 5.8 | 3.8 | 5.6 | 2.9 | -4.1 | 1.6 | 17.3 | 8.8 |
| 2019 |
+20.99% | 9.1 | 4.5 | -2.8 | 3.4 | -7.5 | 7.2 | 1.0 | -3.9 | 1.0 | 2.1 | 3.3 | 3.0 |
| 2018 |
-4.39% | 3.6 | -3.6 | 2.5 | 0.4 | 7.1 | 1.3 | 3.7 | 6.7 | -3.4 | -11.1 | 2.7 | -12.1 |
| 2017 |
+14.47% | 0.2 | 1.7 | 0.3 | 1.3 | -2.0 | 2.9 | 1.3 | -2.4 | 6.9 | 1.2 | 3.3 | -0.7 |
| 2016 |
+22.07% | -6.4 | 0.0 | 7.1 | 0.3 | 2.8 | 0.5 | 4.9 | 1.6 | 0.4 | -5.2 | 11.8 | 3.5 |
| 2015 |
+2.70% | -1.8 | 6.2 | 2.2 | -2.9 | 2.2 | 1.7 | 1.0 | -5.8 | -3.3 | 5.8 | 2.7 | -4.4 |
| 2014 |
+4.01% | -3.9 | 4.3 | 0.2 | -3.5 | -0.2 | 5.5 | -6.0 | 4.0 | -4.5 | 6.9 | -0.9 | 3.0 |
| 2013 |
+42.26% | 6.1 | 1.2 | 4.3 | -0.6 | 4.5 | -0.5 | 7.4 | -1.5 | 5.9 | 3.6 | 4.9 | 1.0 |
| 2012 |
+14.47% | 5.3 | 2.6 | 3.0 | -0.9 | -5.4 | 4.4 | -1.4 | 3.8 | 1.5 | -2.2 | 0.5 | 3.0 |
| 2011 |
+3.26% | 0.2 | 4.6 | 4.0 | 4.0 | 0.2 | -2.2 | -3.5 | -7.7 | -9.9 | 14.6 | 0.6 | 0.5 |
| 2010 |
+28.24% | -4.1 | 3.7 | 8.0 | 5.1 | -5.9 | -5.9 | 6.0 | -7.2 | 11.7 | 4.7 | 4.6 | 6.6 |
| 2009 |
+28.78% | -10.4 | -10.9 | 6.7 | 16.9 | 2.3 | 2.3 | 8.9 | 1.4 | 5.7 | -4.7 | 2.1 | 8.8 |
| 2008 |
-33.38% | -6.3 | -2.1 | 0.1 | 4.9 | 4.4 | -5.8 | 0.4 | 3.7 | -7.3 | -21.5 | -10.8 | 4.1 |
| 2007 |
+5.66% | 2.0 | -0.1 | 2.4 | 2.4 | 4.6 | -1.1 | -4.3 | 3.1 | 2.7 | 2.4 | -7.4 | -0.6 |
| 2006 |
+10.55% | 7.0 | -0.7 | 5.1 | -0.1 | -4.9 | -0.3 | -3.6 | 0.5 | 0.6 | 4.3 | 3.3 | -0.4 |
| 2005 |
+9.00% | -0.7 | 2.6 | -3.3 | -5.8 | 7.1 | 2.9 | 6.4 | -1.3 | 1.5 | -3.9 | 5.2 | -1.0 |
| 2004 |
+21.17% | 3.1 | 1.6 | 0.9 | -3.2 | 2.0 | 5.7 | -6.0 | -2.4 | 5.5 | 3.0 | 8.0 | 2.1 |
| 2003 |
+37.00% | -2.9 | -2.8 | 1.8 | 7.6 | 6.6 | 2.0 | 5.6 | 5.0 | -2.6 | 8.5 | 3.4 | 0.6 |
| 2002 |
-15.08% | 0.1 | -3.3 | 7.4 | 1.1 | -4.4 | -6.1 | -11.7 | 1.9 | -5.1 | 4.7 | 5.7 | -4.6 |
| 2001 |
-1.77% | -0.1 | -8.2 | -5.6 | 10.1 | 1.5 | 1.7 | -2.0 | -2.2 | -12.9 | 6.8 | 5.9 | 5.8 |
| 2000 |
+1.59% | -1.2 | 21.1 | -8.7 | -3.6 | -4.8 | 9.3 | -6.8 | 12.1 | -5.2 | 0.8 | -14.9 | 9.1 |
| 1999 |
+19.80% | -1.3 | -9.8 | 2.9 | 4.7 | 0.4 | 5.4 | -0.1 | -4.6 | 2.4 | 1.5 | 5.7 | 12.5 |
| 1998 |
+3.52% | -0.8 | 8.8 | 4.4 | 0.8 | -6.2 | 1.3 | -6.9 | -22.2 | 7.6 | 6.4 | 7.4 | 7.8 |
| 1997 |
+14.37% | 2.7 | -4.7 | -7.1 | -1.3 | 14.3 | 3.9 | 5.7 | 2.9 | 7.6 | -5.4 | -2.7 | -0.3 |
| 1996 |
+10.24% | -1.0 | 4.8 | 2.3 | 7.8 | 4.5 | -6.2 | -12.0 | 7.3 | 5.8 | -4.6 | 2.4 | 0.8 |
| 1995 |
+30.07% | -1.3 | 4.2 | 2.7 | 0.8 | 1.4 | 6.2 | 7.4 | 1.3 | 2.2 | -4.7 | 4.7 | 2.4 |
| 1994 |
-3.63% | 1.8 | -0.1 | -5.9 | -0.6 | -2.4 | -4.7 | 2.0 | 7.7 | 0.4 | 1.1 | -4.0 | 1.7 |
| 1993 |
+11.25% | 0.7 | -5.6 | 3.0 | -3.7 | 6.9 | -0.3 | -0.3 | 4.4 | 3.1 | 2.2 | -2.8 | 3.8 |
| 1992 |
+10.18% | 4.7 | 1.0 | -4.8 | -4.6 | -0.2 | -4.9 | 4.3 | -3.4 | 2.3 | 4.7 | 8.7 | 3.2 |
| 1991 |
+49.22% | 8.8 | 10.7 | 5.8 | -1.3 | 4.7 | -4.8 | 4.8 | 4.3 | 0.1 | 2.1 | -4.3 | 11.4 |
| 1990 |
-14.26% | -9.3 | 3.3 | 4.4 | -3.0 | 9.1 | 1.1 | -4.0 | -14.0 | -9.1 | -5.3 | 9.8 | 5.1 |
| 1989 |
+19.62% | 4.6 | 0.6 | 2.3 | 4.8 | 5.0 | -3.2 | 5.0 | 2.7 | 1.0 | -5.4 | 1.2 | 0.3 |
| 1988 |
+18.42% | 1.8 | 9.2 | 3.6 | 1.5 | -2.1 | 8.1 | -2.8 | -3.8 | 3.0 | -1.2 | -3.4 | 4.2 |
| 1987 |
-9.10% | 12.9 | 8.9 | 1.4 | -2.6 | 0.1 | 1.6 | 2.6 | 3.5 | -2.6 | -31.6 | -6.1 | 10.9 |
| 1986 |
+5.71% | 1.6 | 7.7 | 4.7 | 2.5 | 4.1 | 0.2 | -10.5 | 2.9 | -8.2 | 4.7 | 0.2 | -2.7 |
| 1985 |
+31.17% | 14.3 | 2.6 | -3.3 | -1.7 | 4.7 | 1.6 | 2.7 | -1.9 | -7.0 | 3.6 | 8.2 | 5.2 |
| 1984 |
-13.51% | -4.3 | -6.9 | 0.2 | -1.1 | -6.1 | 4.5 | -5.4 | 13.6 | -2.6 | -2.3 | -4.4 | 2.2 |
| 1983 |
+20.54% | 8.7 | 4.8 | 2.8 | 7.6 | 7.3 | 5.6 | -5.5 | -4.5 | 0.5 | -9.0 | 5.1 | -2.8 |
| 1982 |
+22.36% | -4.7 | -6.9 | -1.8 | 6.5 | -3.6 | -3.3 | -1.9 | 8.9 | 3.2 | 15.6 | 9.4 | 1.3 |
| 1981 |
-5.82% | -3.0 | 0.0 | 7.9 | 2.6 | 4.5 | -4.5 | -2.7 | -9.1 | -9.4 | 9.4 | 1.8 | -1.7 |
| 1980 |
+46.32% | 6.9 | -1.5 | -17.3 | 6.1 | 8.1 | 5.2 | 12.6 | 7.2 | 4.5 | 4.2 | 10.7 | -4.3 |
| 1979 |
+45.21% | 7.9 | -3.0 | 10.9 | 1.6 | -2.4 | 5.6 | 2.8 | 8.7 | 0.5 | -9.3 | 9.9 | 6.8 |
| 1978 |
+16.60% | -5.1 | 1.7 | 6.1 | 9.2 | 6.7 | -1.1 | 6.7 | 8.0 | -1.7 | -21.4 | 7.8 | 2.9 |
| 1977 |
+15.36% | 0.1 | -1.9 | 0.7 | 0.9 | -0.4 | 7.5 | -0.2 | 0.1 | 1.6 | -3.3 | 8.1 | 1.8 |
| 1976 |
+36.40% | 15.7 | 5.2 | 0.7 | -1.3 | -1.7 | 4.2 | -0.8 | -2.2 | 3.4 | -2.2 | 3.6 | 8.3 |
| 1975 |
+56.63% | 23.8 | 5.3 | 7.1 | 5.2 | 8.1 | 6.1 | -3.8 | -4.3 | -3.8 | 3.3 | 2.4 | -0.9 |
| 1974 |
-33.72% | 5.0 | -1.3 | -1.2 | -6.8 | -8.0 | -3.4 | -5.8 | -10.5 | -10.5 | 15.0 | -4.3 | -5.9 |
| 1973 |
-40.26% | -7.4 | -9.7 | -4.1 | -9.8 | -9.0 | -4.4 | 15.1 | -3.5 | 10.9 | -1.4 | -20.9 | -1.3 |
| 1972 |
+6.36% | 5.8 | 5.2 | 1.4 | 0.3 | -0.1 | -2.1 | -3.6 | 0.5 | -3.0 | -1.9 | 4.7 | -0.5 |
ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.