Last Update: 30 September 2021

Holding a position in the iShares S&P Small-Cap 600 Value (IJS) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 8 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 3 years rolling periods, you would have obtained a positive returns 91.46% of times

All the returns are calculated over the available historical serie, starting from January 1972 until September 2021.

In order to have complete information about the ETF, please refer to the iShares S&P Small-Cap 600 Value (IJS) ETF: historical returns page.

Rolling Returns

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+15.95% +104.15%
Apr 2020 - Mar 2021
-43.03%
Mar 2008 - Feb 2009
22.70%
2 Years
+14.84% +54.36%
Jan 1975 - Dec 1976
-29.77%
Mar 2007 - Feb 2009
13.76%
3 Years
+14.91% +40.29%
Jan 1975 - Dec 1977
-18.25%
Mar 2006 - Feb 2009
8.54%
4 Years
+15.11% +39.33%
Oct 1974 - Sep 1978
-10.76%
Mar 2005 - Feb 2009
6.00%
5 Years
+15.15% +35.46%
Oct 1974 - Sep 1979
-5.86%
Mar 2004 - Feb 2009
2.79%
6 Years
+15.09% +33.68%
Jan 1975 - Dec 1980
-0.55%
Apr 2014 - Mar 2020
0.19%
7 Years
+15.07% +30.95%
Jan 1975 - Dec 1981
-1.42%
Apr 2002 - Mar 2009
0.39%
8 Years
+15.06% +31.67%
Jan 1975 - Dec 1982
+0.07%
Mar 2001 - Feb 2009
0.00%
9 Years
+15.00% +32.85%
Jan 1975 - Dec 1983
+2.75%
Mar 2000 - Feb 2009
0.00%
10 Years
+14.90% +29.84%
Jan 1975 - Dec 1984
+3.72%
Mar 1999 - Feb 2009
0.00%
11 Years
+14.85% +30.52%
Jan 1975 - Dec 1985
+1.68%
Mar 1998 - Feb 2009
0.00%
12 Years
+14.70% +29.09%
Oct 1974 - Sep 1986
+4.38%
Mar 1997 - Feb 2009
0.00%
13 Years
+14.54% +28.89%
Oct 1974 - Sep 1987
+3.67%
Apr 2007 - Mar 2020
0.00%
14 Years
+14.49% +26.40%
Jan 1975 - Dec 1988
+3.88%
Apr 2006 - Mar 2020
0.00%
15 Years
+14.45% +26.31%
Oct 1974 - Sep 1989
+5.15%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.95% +104.15%
Apr 2020 - Mar 2021
-43.03%
Mar 2008 - Feb 2009
22.70%
133 out of 586

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.84% +54.36%
Jan 1975 - Dec 1976
-29.77%
Mar 2007 - Feb 2009
13.76%
79 out of 574

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.91% +40.29%
Jan 1975 - Dec 1977
-18.25%
Mar 2006 - Feb 2009
8.54%
48 out of 562

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.11% +39.33%
Oct 1974 - Sep 1978
-10.76%
Mar 2005 - Feb 2009
6.00%
33 out of 550

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.15% +35.46%
Oct 1974 - Sep 1979
-5.86%
Mar 2004 - Feb 2009
2.79%
15 out of 538

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.09% +33.68%
Jan 1975 - Dec 1980
-0.55%
Apr 2014 - Mar 2020
0.19%
1 out of 526

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.07% +30.95%
Jan 1975 - Dec 1981
-1.42%
Apr 2002 - Mar 2009
0.39%
2 out of 514

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.06% +31.67%
Jan 1975 - Dec 1982
+0.07%
Mar 2001 - Feb 2009
0.00%
0 out of 502

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.00% +32.85%
Jan 1975 - Dec 1983
+2.75%
Mar 2000 - Feb 2009
0.00%
0 out of 490

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.90% +29.84%
Jan 1975 - Dec 1984
+3.72%
Mar 1999 - Feb 2009
0.00%
0 out of 478

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.85% +30.52%
Jan 1975 - Dec 1985
+1.68%
Mar 1998 - Feb 2009
0.00%
0 out of 466

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.70% +29.09%
Oct 1974 - Sep 1986
+4.38%
Mar 1997 - Feb 2009
0.00%
0 out of 454

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.54% +28.89%
Oct 1974 - Sep 1987
+3.67%
Apr 2007 - Mar 2020
0.00%
0 out of 442

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.49% +26.40%
Jan 1975 - Dec 1988
+3.88%
Apr 2006 - Mar 2020
0.00%
0 out of 430

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.45% +26.31%
Oct 1974 - Sep 1989
+5.15%
Apr 2005 - Mar 2020
0.00%
0 out of 418

In order to have complete information about the ETF, please refer to the iShares S&P Small-Cap 600 Value (IJS) ETF: historical returns page.

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