iShares S&P Small-Cap 600 Growth (IJT): Historical Returns

Last Update: 31 Aug 2020

Category: Stocks

ETF: iShares S&P Small-Cap 600 Growth (IJT)

In the last 10 years, the iShares S&P Small-Cap 600 Growth (IJT) ETF obtained a 13.76% compound annual return, with a 17.36% standard deviation.

In 2019, the portfolio granted a 1.10% 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.

Capital Growth:

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

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Period	Returns Aug 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+2.91%		0.00%	1 - 0
3M	+12.81%		0.00%	3 - 0
6M	+7.08%		-20.13% Mar 2020 - Mar 2020	5 - 1
YTD	-4.12%		-28.48% Jan 2020 - Mar 2020	5 - 3
1Y	+5.22%	27.31%	-28.48% Jan 2020 - Mar 2020	9 - 3
3Y	+7.16% annualized	22.11%	-32.91% Sep 2018 - Mar 2020	25 - 11
5Y	+9.25% annualized	19.20%	-32.91% Sep 2018 - Mar 2020	43 - 17
10Y	+13.76% annualized	17.36%	-32.91% Sep 2018 - Mar 2020	83 - 37
MAX 01 Jan 1972	+9.76% annualized	20.92%	-64.07% May 1972 - Sep 1974	356 - 228

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Worst drawdowns since August 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-32.91%	Sep 2018	Mar 2020	19	in progress	5	24
-21.44%	Jun 2011	Sep 2011	4	Mar 2012	6	10
-11.50%	Aug 2015	Jan 2016	6	Jul 2016	6	12
-6.66%	Jul 2014	Sep 2014	3	Dec 2014	3	6
-6.15%	Apr 2012	May 2012	2	Aug 2012	3	5
-5.20%	Oct 2016	Oct 2016	1	Nov 2016	1	2
-3.91%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-3.64%	Apr 2014	May 2014	2	Jun 2014	1	3
-3.59%	Feb 2018	Feb 2018	1	May 2018	3	4
-2.89%	Apr 2015	Apr 2015	1	Jun 2015	2	3
-2.39%	Aug 2017	Aug 2017	1	Sep 2017	1	2
-2.22%	Oct 2012	Oct 2012	1	Dec 2012	2	3
-2.01%	May 2017	May 2017	1	Jun 2017	1	2
-1.80%	Jan 2015	Jan 2015	1	Feb 2015	1	2
-1.48%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-0.72%	Dec 2017	Dec 2017	1	Jan 2018	1	2
-0.56%	Apr 2013	Apr 2013	1	May 2013	1	2
-0.50%	Jun 2013	Jun 2013	1	Jul 2013	1	2

Worst drawdowns since December 1971.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-64.07%	May 1972	Sep 1974	29	Apr 1978	43	72
-51.04%	Nov 2007	Feb 2009	16	Dec 2010	22	38
-37.41%	Sep 1987	Nov 1987	3	Aug 1989	21	24
-33.15%	Mar 2000	Feb 2003	36	Jan 2004	11	47
-32.91%	Sep 2018	Mar 2020	19	in progress	5	24
-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
-28.71%	Jun 1981	Jul 1982	14	Nov 1982	4	18
-22.66%	Sep 1978	Oct 1978	2	Apr 1979	6	8
-21.44%	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
-13.04%	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
-8.96%	Mar 2005	Apr 2005	2	Jun 2005	2	4

Rolling Returns

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

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+11.90%	+101.93% Jul 1982 - Jun 1983	-50.73% Oct 1973 - Sep 1974	26.00%
2 Years	+11.14%	+51.17% Dec 1978 - Nov 1980	-37.49% Oct 1972 - Sep 1974	17.11%
3 Years	+11.38%	+38.12% Dec 1977 - Nov 1980	-25.04% Jan 1972 - Dec 1974	11.11%
5 Years	+11.49%	+33.07% Jan 1975 - Dec 1979	-4.76% Mar 2004 - Feb 2009	4.19%
7 Years	+11.45%	+28.39% Jan 1975 - Dec 1981	-0.27% Apr 2002 - Mar 2009	0.40%
10 Years	+11.00%	+23.05% Oct 1974 - Sep 1984	+2.48% Mar 2000 - Feb 2010	0.00%
15 Years	+10.53%	+19.31% Oct 1974 - Sep 1989	+4.14% Mar 1994 - Feb 2009	0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares S&P Small-Cap 600 Growth (IJT) ETF Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	1.8	0.9	0.9	1.5	1.3	1.1	0.3	0.3	-0.2	-0.3	1.9	2.1
Best	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	11.8 2016	12.5 1999
Worst	-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
Gain Frequency	57	59	73	59	59	61	49	57	60	56	73	67

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	-4.12%	-1.7	-8.9	-20.1	12.4	5.8	3.8	5.6	2.9
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.