Data Source: from January 1972 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: iShares S&P Small-Cap 600 Growth (IJT)
ETF • LIVE PERFORMANCE (USD currency)
1.92%
1 Day
Sep 23 2022
8.71%
Current Month
September 2022

In the last 30 Years, the iShares S&P Small-Cap 600 Growth (IJT) ETF obtained a 10.06% compound annual return, with a 19.45% standard deviation.

In 2021, the ETF granted a 0.77% dividend yield. If you are interested in getting periodic income, please refer to the iShares S&P Small-Cap 600 Growth (IJT) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author IJT 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%

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares S&P Small-Cap 600 Growth (IJT) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES S&P SMALL-CAP 600 GROWTH (IJT) 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
-4.69
-4.66
-4.69
Aug 2022 - Aug 2022
0 - 1
3M
-2.15
-3.43
-8.24
Jun 2022 - Jun 2022
1 - 2
6M
-9.95
-13.73
-15.65
Apr 2022 - Jun 2022
3 - 3
YTD
-18.80
-23.56
-23.84
Jan 2022 - Jun 2022
4 - 4
1Y
-16.25
-22.64
21.57
-23.84
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
9.14
4.04
23.61
-28.48
Jan 2020 - Mar 2020
25 - 11
69% pos
5Y(*)
8.74
4.73
21.88
-32.91
Sep 2018 - Mar 2020
41 - 19
68% pos
10Y(*)
11.57
8.80
17.99
-32.91
Sep 2018 - Mar 2020
82 - 38
68% pos
15Y(*)
9.04
6.50
19.85
-51.05
Nov 2007 - Feb 2009
120 - 60
67% pos
20Y(*)
10.96
8.26
18.44
-51.05
Nov 2007 - Feb 2009
157 - 83
65% pos
25Y(*)
8.84
6.21
20.10
-51.05
Nov 2007 - Feb 2009
189 - 111
63% pos
30Y(*)
10.06
7.37
19.45
-51.05
Nov 2007 - Feb 2009
229 - 131
64% pos
MAX(*)
01 Jan 1972
9.82
5.62
20.95
-64.07
May 1972 - Sep 1974
372 - 236
61% 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 Small-Cap 600 Growth (IJT) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES S&P SMALL-CAP 600 GROWTH (IJT) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs IJT
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.94
0.92
0.90
0.87
0.86
US Large Cap
SPY
0.93
0.90
0.87
0.79
0.79
US Small Cap
IJR
0.99
0.98
0.98
0.97
0.97
US REITs
VNQ
0.82
0.77
0.63
0.57
0.57
US Technology
QQQ
0.90
0.82
0.75
0.76
0.76
Preferred Stocks
PFF
0.94
0.78
0.65
0.37
0.36
EAFE Stocks
EFA
0.88
0.86
0.75
0.70
0.69
World All Countries
VT
0.93
0.92
0.86
0.79
0.79
Emerging Markets
EEM
0.54
0.73
0.59
0.66
0.65
Europe
VGK
0.82
0.83
0.73
0.70
0.69
Pacific
VPL
0.92
0.85
0.73
0.60
0.59
Latin America
FLLA
0.40
0.54
0.44
0.59
0.59
US Total Bond Market
BND
0.79
0.33
0.17
0.01
0.01
Long Term Treasuries
TLT
0.61
-0.12
-0.19
-0.22
-0.22
US Cash
BIL
-0.14
-0.27
-0.21
-0.05
-0.05
TIPS
TIP
0.83
0.46
0.26
0.07
0.07
Investment Grade Bonds
LQD
0.87
0.56
0.40
0.18
0.18
High Yield Bonds
HYG
0.89
0.81
0.72
0.61
0.60
International Bond Market
BNDX
0.71
0.34
0.23
0.09
0.09
Emerging Market Bonds
EMB
0.85
0.66
0.50
0.49
0.49
Gold
GLD
0.28
0.05
-0.03
0.07
0.07
Commodities
DBC
0.05
0.52
0.41
0.35
0.34

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 Small-Cap 600 Growth (IJT) ETF: Dividend Yield page.

An investment of 1000$, since September 1992, now would be worth 17744.92$, with a total return of 1674.49% (10.06% annualized).

The Inflation Adjusted Capital now would be 8441.94$, with a net total return of 744.19% (7.37% annualized).
An investment of 1000$, since January 1972, now would be worth 114932.45$, with a total return of 11393.24% (9.82% annualized).

The Inflation Adjusted Capital now would be 15949.31$, with a net total return of 1494.93% (5.62% 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
-51.05% Nov 2007 Feb 2009 16 Dec 2010 22 38
-33.14% Mar 2000 Feb 2003 36 Jan 2004 11 47
-32.91% Sep 2018 Mar 2020 19 Nov 2020 8 27
-31.18% May 1998 Aug 1998 4 Dec 1999 16 20
-23.84% Jan 2022 Jun 2022 6 in progress 2 8
-21.43% Jun 2011 Sep 2011 4 Mar 2012 6 10
-17.41% Jun 1996 Jul 1996 2 Jul 1997 12 14
-13.05% Feb 1994 Jun 1994 5 Mar 1995 9 14
-11.50% Aug 2015 Jan 2016 6 Jul 2016 6 12
-8.95% Mar 2005 Apr 2005 2 Jun 2005 2 4
-8.89% Oct 1997 Jan 1998 4 Mar 1998 2 6
-8.68% Apr 2006 Jul 2006 4 Jan 2007 6 10
-8.28% Jul 2004 Aug 2004 2 Nov 2004 3 5
-6.65% Jul 2014 Sep 2014 3 Dec 2014 3 6
-6.36% Feb 1993 Apr 1993 3 May 1993 1 4
-6.15% Apr 2012 May 2012 2 Aug 2012 3 5
-5.28% Jun 2007 Jul 2007 2 Sep 2007 2 4
-5.20% Oct 2016 Oct 2016 1 Nov 2016 1 2
-4.73% Oct 1995 Oct 1995 1 Dec 1995 2 3
-3.94% Oct 2005 Oct 2005 1 Nov 2005 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
-64.07% May 1972 Sep 1974 29 Apr 1978 43 72
-51.05% Nov 2007 Feb 2009 16 Dec 2010 22 38
-37.41% Sep 1987 Nov 1987 3 Aug 1989 21 24
-33.14% Mar 2000 Feb 2003 36 Jan 2004 11 47
-32.91% Sep 2018 Mar 2020 19 Nov 2020 8 27
-31.18% May 1998 Aug 1998 4 Dec 1999 16 20
-30.96% Jul 1983 Jul 1984 13 Feb 1986 19 32
-28.96% Jul 1990 Oct 1990 4 Mar 1991 5 9
-28.72% Jun 1981 Jul 1982 14 Nov 1982 4 18
-23.84% Jan 2022 Jun 2022 6 in progress 2 8
-22.67% Sep 1978 Oct 1978 2 Apr 1979 6 8
-21.43% Jun 2011 Sep 2011 4 Mar 2012 6 10
-18.52% Feb 1980 Mar 1980 2 Jul 1980 4 6
-17.41% Jun 1996 Jul 1996 2 Jul 1997 12 14
-15.47% Jul 1986 Sep 1986 3 Feb 1987 5 8
-13.79% Mar 1992 Jun 1992 4 Nov 1992 5 9
-13.05% Feb 1994 Jun 1994 5 Mar 1995 9 14
-12.93% Oct 1989 Jan 1990 4 Jun 1990 5 9
-11.50% Aug 2015 Jan 2016 6 Jul 2016 6 12
-9.27% Oct 1979 Oct 1979 1 Dec 1979 2 3

Rolling Returns ( more details)

iShares S&P Small-Cap 600 Growth (IJT) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
12.36 101.93
Jul 1982 - Jun 1983
-50.73
Oct 1973 - Sep 1974
26.47%
2 Years
11.42 51.17
Dec 1978 - Nov 1980
-37.49
Oct 1972 - Sep 1974
16.58%
3 Years
11.38 38.12
Dec 1977 - Nov 1980
-25.04
Jan 1972 - Dec 1974
10.65%
5 Years
11.56 33.07
Jan 1975 - Dec 1979
-4.76
Mar 2004 - Feb 2009
4.01%
7 Years
11.45 28.39
Jan 1975 - Dec 1981
-0.27
Apr 2002 - Mar 2009
0.38%
10 Years
11.12 23.05
Oct 1974 - Sep 1984
2.48
Mar 2000 - Feb 2010
0.00%
15 Years
10.51 19.31
Oct 1974 - Sep 1989
4.14
Mar 1994 - Feb 2009
0.00%
20 Years
10.42 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

iShares S&P Small-Cap 600 Growth (IJT) 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 %
1.62
57%
1.00
61%
0.91
75%
1.31
59%
1.28
61%
0.94
61%
0.47
49%
0.19
57%
-0.32
58%
-0.18
58%
2.16
72%
2.26
68%
Best
Year
23.8
1975
21.1
2000
10.8
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
-8.9
1973
-8.2
2022
-12.0
1996
-22.2
1998
-12.9
2001
-31.6
1987
-20.9
1973
-12.1
2018
Statistics calculated for the period Jan 1972 - Aug 2022

Monthly/Yearly Returns

iShares S&P Small-Cap 600 Growth (IJT) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
372 Positive Months (61%) - 236 Negative Months (39%)
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
-18.80 -23.56 -10.2 0.4 0.1 -9.4 1.5 -8.2 11.9 -4.7
2021
+22.37 +14.33 6.2 4.5 1.3 1.8 0.0 1.7 -0.3 2.2 -3.5 4.2 -2.2 4.9
2020
+19.22 +17.62 -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 +18.28 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 -6.18 3.6 -3.6 2.5 0.3 7.1 1.3 3.7 6.7 -3.4 -11.1 2.6 -12.1
2017
+14.47 +12.11 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 +19.58 -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 +1.96 -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 +3.23 -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 +40.15 6.1 1.2 4.2 -0.6 4.5 -0.5 7.4 -1.5 5.9 3.6 4.9 1.0
2012
+14.47 +12.51 5.3 2.6 3.0 -0.8 -5.3 4.4 -1.4 3.8 1.5 -2.2 0.5 3.0
2011
+3.26 +0.29 0.2 4.6 4.0 4.0 0.1 -2.2 -3.5 -7.7 -9.9 14.6 0.6 0.5
2010
+28.24 +26.35 -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 +25.37 -10.4 -10.9 6.7 16.9 2.3 2.2 8.9 1.4 5.7 -4.7 2.1 8.8
2008
-33.38 -33.44 -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 +1.52 2.0 -0.1 2.4 2.4 4.6 -1.0 -4.3 3.1 2.7 2.4 -7.4 -0.6
2006
+10.55 +7.81 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 +5.40 -0.7 2.6 -3.3 -5.8 7.1 2.8 6.4 -1.2 1.5 -3.9 5.2 -1.0
2004
+21.17 +17.35 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 +34.47 -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 -17.05 0.1 -3.3 7.4 1.1 -4.4 -6.1 -11.7 1.9 -5.1 4.7 5.6 -4.6
2001
-1.77 -3.27 -0.1 -8.2 -5.6 10.1 1.5 1.7 -1.9 -2.2 -12.9 6.8 5.9 5.8
2000
+1.59 -1.74 -1.2 21.1 -8.7 -3.6 -4.8 9.3 -6.8 12.1 -5.1 0.8 -14.9 9.1
1999
+19.80 +16.67 -1.3 -9.8 2.9 4.7 0.4 5.4 -0.1 -4.5 2.4 1.5 5.7 12.5
1998
+3.52 +1.88 -0.8 8.8 4.3 0.8 -6.1 1.3 -6.9 -22.2 7.6 6.4 7.4 7.8
1997
+14.37 +12.46 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 +6.69 -1.0 4.8 2.3 7.8 4.5 -6.2 -12.0 7.3 5.8 -4.6 2.4 0.7
1995
+30.07 +26.85 -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 -6.14 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 +8.28 0.7 -5.6 3.0 -3.6 6.9 -0.3 -0.3 4.3 3.1 2.2 -2.8 3.8
1992
+10.18 +7.08 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 +44.78 8.8 10.6 5.8 -1.3 4.7 -4.8 4.8 4.3 0.1 2.1 -4.3 11.4
1990
-14.26 -19.19 -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 +14.31 4.6 0.6 2.3 4.7 5.0 -3.2 4.9 2.7 1.0 -5.4 1.2 0.3
1988
+18.42 +13.41 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 -12.96 12.9 8.9 1.3 -2.6 0.1 1.5 2.6 3.5 -2.6 -31.6 -6.1 10.8
1986
+5.71 +4.56 1.6 7.7 4.7 2.5 4.1 0.2 -10.5 2.9 -8.2 4.7 0.2 -2.6
1985
+31.17 +26.37 14.3 2.6 -3.3 -1.7 4.7 1.6 2.7 -1.9 -6.9 3.6 8.2 5.1
1984
-13.51 -16.80 -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 +16.14 8.7 4.8 2.8 7.6 7.3 5.6 -5.5 -4.5 0.5 -8.9 5.1 -2.8
1982
+22.36 +17.85 -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 -13.53 -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 +30.04 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 +28.17 7.9 -3.0 10.8 1.6 -2.4 5.6 2.8 8.7 0.5 -9.3 9.9 6.8
1978
+16.60 +6.95 -5.1 1.7 6.1 9.2 6.6 -1.1 6.7 8.0 -1.7 -21.4 7.8 2.9
1977
+15.36 +8.11 0.1 -1.9 0.7 0.9 -0.4 7.5 -0.2 0.1 1.6 -3.3 8.0 1.8
1976
+36.40 +30.07 15.7 5.2 0.7 -1.3 -1.7 4.2 -0.8 -2.2 3.3 -2.2 3.6 8.3
1975
+56.63 +46.47 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 -41.00 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 -45.04 -7.4 -9.7 -4.1 -9.8 -8.9 -4.4 15.1 -3.4 10.9 -1.4 -20.9 -1.3
1972
+6.36 +2.86 5.8 5.2 1.4 0.3 -0.1 -2.1 -3.6 0.4 -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.

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