In the last 30 Years, the iShares S&P Small-Cap 600 Growth (IJT) ETF obtained a 9.92% compound annual return, with a 19.30% 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 Apr 30, 2022
Historical returns and stats of iShares S&P Small-Cap 600 Growth (IJT) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-9.41
|
-9.71
|
-9.41
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-8.89
|
-11.02
|
-9.41
Apr 2022 - Apr 2022
|
2 - 1
|
|
6M
|
-16.09
|
-19.60
|
-18.21
Jan 2022 - Apr 2022
|
3 - 3
|
|
YTD
|
-18.21
|
-20.63
|
-18.21
Jan 2022 - Apr 2022
|
2 - 2
|
|
1Y
|
-12.59
|
-19.23
|
15.72
|
-18.21
Jan 2022 - Apr 2022
|
7 - 5
58% pos
|
3Y(*)
|
8.00
|
3.65
|
22.87
|
-28.48
Jan 2020 - Mar 2020
|
25 - 11
69% pos
|
5Y(*)
|
8.83
|
5.25
|
20.89
|
-32.91
Sep 2018 - Mar 2020
|
41 - 19
68% pos
|
10Y(*)
|
11.77
|
9.22
|
17.51
|
-32.91
Sep 2018 - Mar 2020
|
82 - 38
68% pos
|
15Y(*)
|
9.25
|
6.81
|
19.54
|
-51.05
Nov 2007 - Feb 2009
|
120 - 60
67% pos
|
20Y(*)
|
9.82
|
7.24
|
18.44
|
-51.05
Nov 2007 - Feb 2009
|
156 - 84
65% pos
|
25Y(*)
|
9.99
|
7.42
|
20.08
|
-51.05
Nov 2007 - Feb 2009
|
191 - 109
64% pos
|
30Y(*)
|
9.92
|
7.29
|
19.30
|
-51.05
Nov 2007 - Feb 2009
|
228 - 132
63% pos
|
MAX(*)
01 Jan 1972
|
9.90
|
5.73
|
20.90
|
-64.07
May 1972 - Sep 1974
|
370 - 234
61% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 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.
The Inflation Adjusted Capital now would be 8247.84$, with a net total return of 724.78% (7.29% annualized).
The Inflation Adjusted Capital now would be 16482.98$, with a net total return of 1548.30% (5.73% annualized).
Drawdowns
Worst drawdowns since May 1992.
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 |
-21.43% | Jun 2011 | Sep 2011 | 4 | Mar 2012 | 6 | 10 |
-18.21% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-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 |
-5.11% | May 1992 | Jun 1992 | 2 | Oct 1992 | 4 | 6 |
-4.73% | Oct 1995 | Oct 1995 | 1 | Dec 1995 | 2 | 3 |
Worst drawdowns since January 1972.
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 |
-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 |
-18.21% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-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
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
12.54 |
101.93 Jul 1982 - Jun 1983 |
-50.73 Oct 1973 - Sep 1974 |
25.97% |
2 Years |
11.40 |
51.17 Dec 1978 - Nov 1980 |
-37.49 Oct 1972 - Sep 1974 |
16.70% |
3 Years |
11.39 |
38.12 Dec 1977 - Nov 1980 |
-25.04 Jan 1972 - Dec 1974 |
10.72% |
5 Years |
11.58 |
33.07 Jan 1975 - Dec 1979 |
-4.76 Mar 2004 - Feb 2009 |
4.04% |
7 Years |
11.47 |
28.39 Jan 1975 - Dec 1981 |
-0.27 Apr 2002 - Mar 2009 |
0.38% |
10 Years |
11.11 |
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 |
10.42 |
16.38 Oct 1974 - Sep 1994 |
6.20 Mar 1989 - Feb 2009 |
0.00% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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 60% |
1.12 62% |
0.24 48% |
0.29 58% |
-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 |
-6.2 1996 |
-12.0 1996 |
-22.2 1998 |
-12.9 2001 |
-31.6 1987 |
-20.9 1973 |
-12.1 2018 |
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?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-18.21 | -20.63 | -10.2 | 0.4 | 0.1 | -9.4 | ||||||||
2021 |
+22.37 | +14.26 | 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 | +17.71 | -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 | +18.31 | 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 | -6.19 | 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 | +12.08 | 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 | +19.61 | -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 | +2.05 | -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 | +3.34 | -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 | +40.14 | 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 | +12.49 | 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 | +0.20 | 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 | +26.42 | -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 | +25.26 | -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 | -33.37 | -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 | +1.49 | 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 | +7.83 | 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 | +5.48 | -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 | +17.25 | 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 | +34.27 | -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 | -17.13 | 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 | -3.32 | -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 | -1.79 | -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 | +16.68 | -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 | +1.89 | -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 | +12.47 | 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 | +6.63 | -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 | +26.86 | -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 | -6.07 | 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 | +8.21 | 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 | +7.01 | 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 | +44.90 | 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 | -19.30 | -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 | +14.32 | 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 | +13.42 | 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 | -12.87 | 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 | +4.47 | 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 | -16.87 | -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 | +30.23 | 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 | +28.21 | 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 | +6.98 | -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 | +8.14 | 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 | +29.86 | 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 | +46.20 | 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 | -40.87 | 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 | -45.16 | -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.