Last Update: 31 Aug 2021

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 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.

Capital Growth:

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

Swipe left to see all data
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

Drawdonws Chart:

Rolling Returns ( more details)

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
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.

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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

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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.

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