Last Update: 31 Mar 2020
ETF: iShares S&P Small-Cap 600 Value (IJS)
In the last 10 years, the iShares S&P Small-Cap 600 Value (IJS) ETF obtained a 6.15% compound annual return, with a 19.35% standard deviation.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Small Cap
- Style: Value
- Region: North America
- Country: U.S.
The iShares S&P Small-Cap 600 Value (IJS) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Robo Advisor 90 | Betterment | 5.7% |
| Robo Advisor 80 | Betterment | 5.0% |
| 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% |
| Ultimate Buy&Hold | FundAdvice | 6.0% |
| Coffee House | Bill Schultheis | 10.0% |
| Robust | Alpha Architect | 7.5% |
| Ideal Index | Frank Armstrong | 9.3% |
| Golden Butterfly | 20.0% | |
| Larry Portfolio | Larry Swedroe | 15.0% |
| Coward's Portfolio | Bill Bernstein | 10.0% |
| Pinwheel | 10.0% | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.0% |
| Simple Money Portfolio | Tim Maurer | 7.5% |
| Family Taxable Portfolio | Ted Aronson | 5.0% |
| Robo Advisor 10 | Betterment | 0.6% |
| Robo Advisor 20 | Betterment | 1.2% |
| Robo Advisor 50 | Betterment | 3.0% |
| Robo Advisor 100 | Betterment | 6.4% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
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 Mar 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-25.76%
|
-25.76%
Mar 2020 - Mar 2020
|
0 - 1 | |
|
3M
|
-37.50%
|
-37.50%
Jan 2020 - Mar 2020
|
0 - 3 | |
|
6M
|
-32.67%
|
-37.50%
Jan 2020 - Mar 2020
|
3 - 3 | |
|
YTD
|
-37.50%
|
-37.50%
Jan 2020 - Mar 2020
|
0 - 3 | |
|
1Y
|
-30.94%
|
31.34%
|
-37.50%
Jan 2020 - Mar 2020
|
7 - 5 |
|
3Y
|
-8.87%
annualized
|
23.68%
|
-40.32%
Sep 2018 - Mar 2020
|
23 - 13 |
|
5Y
|
-1.90%
annualized
|
20.88%
|
-40.32%
Sep 2018 - Mar 2020
|
38 - 22 |
|
10Y
|
+6.15%
annualized
|
19.35%
|
-40.32%
Sep 2018 - Mar 2020
|
78 - 42 |
|
MAX
01 Jan 1972
|
+12.82%
annualized
|
18.51%
|
-54.14%
Jun 2007 - Feb 2009
|
376 - 203 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
iShares S&P Small-Cap 600 Value (IJS) ETF: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+15.60% |
+96.62% Aug 1982 - Jul 1983 |
-43.03% Mar 2008 - Feb 2009 |
22.01% |
| 2 Years |
+15.15% |
+54.36% Jan 1975 - Dec 1976 |
-29.77% Mar 2007 - Feb 2009 |
12.95% |
| 3 Years |
+15.29% |
+40.29% Jan 1975 - Dec 1977 |
-18.25% Mar 2006 - Feb 2009 |
7.54% |
| 5 Years |
+15.37% |
+35.46% Oct 1974 - Sep 1979 |
-5.86% Mar 2004 - Feb 2009 |
2.88% |
| 7 Years |
+15.33% |
+30.95% Jan 1975 - Dec 1981 |
-1.42% Apr 2002 - Mar 2009 |
0.40% |
| 10 Years |
+15.06% |
+29.84% Jan 1975 - Dec 1984 |
+3.72% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+14.75% |
+26.31% Oct 1974 - Sep 1989 |
+5.15% Apr 2005 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
-37.50% | -6.3 | -10.2 | -25.8 | |||||||||
| 2019 |
+24.12% | 12.3 | 4.1 | -3.9 | 4.3 | -10.0 | 7.7 | 1.3 | -5.1 | 5.6 | 2.0 | 2.7 | 2.8 |
| 2018 |
-12.84% | 1.3 | -4.0 | 1.4 | 1.8 | 5.9 | 0.8 | 2.6 | 3.1 | -3.1 | -9.9 | 0.6 | -12.4 |
| 2017 |
+11.35% | -1.2 | 1.4 | -0.7 | 0.5 | -2.3 | 3.0 | 0.8 | -2.7 | 8.6 | 0.6 | 3.8 | -0.4 |
| 2016 |
+31.25% | -5.9 | 2.1 | 9.4 | 2.1 | 0.4 | 0.8 | 5.1 | 1.1 | 0.9 | -3.7 | 13.3 | 3.2 |
| 2015 |
-6.90% | -5.3 | 5.9 | 1.0 | -1.8 | 0.8 | 0.4 | -2.7 | -4.6 | -3.8 | 6.6 | 2.5 | -5.1 |
| 2014 |
+7.56% | -3.5 | 4.6 | 1.3 | -2.3 | 0.6 | 3.9 | -5.1 | 4.5 | -5.9 | 7.1 | 0.5 | 2.6 |
| 2013 |
+39.34% | 5.4 | 1.6 | 4.1 | 0.1 | 4.3 | -0.1 | 6.6 | -3.4 | 6.6 | 3.5 | 4.3 | 1.3 |
| 2012 |
+18.24% | 7.9 | 1.7 | 2.9 | -1.9 | -7.2 | 4.5 | -0.7 | 4.1 | 3.1 | -2.0 | 1.7 | 3.6 |
| 2011 |
-1.65% | -0.2 | 4.2 | 2.2 | 1.1 | -1.8 | -1.6 | -2.8 | -8.0 | -10.6 | 15.3 | 0.6 | 2.0 |
| 2010 |
+24.69% | -2.5 | 4.8 | 7.8 | 6.6 | -8.5 | -8.3 | 6.7 | -7.9 | 10.9 | 4.0 | 2.5 | 9.0 |
| 2009 |
+22.36% | -13.9 | -13.0 | 7.6 | 18.9 | 0.7 | 1.5 | 11.0 | 3.5 | 4.2 | -6.1 | 2.9 | 8.1 |
| 2008 |
-29.39% | -4.0 | -3.4 | 0.8 | 2.6 | 3.9 | -8.4 | 2.9 | 4.8 | -4.8 | -19.9 | -11.8 | 6.6 |
| 2007 |
-5.56% | 2.1 | -0.9 | 0.9 | 1.8 | 4.6 | -2.2 | -6.3 | 1.3 | 0.3 | 1.1 | -7.2 | -0.7 |
| 2006 |
+19.37% | 8.8 | 0.3 | 4.9 | 0.2 | -4.6 | 0.0 | -3.1 | 2.7 | 1.2 | 5.5 | 2.4 | 0.3 |
| 2005 |
+6.00% | -3.3 | 2.9 | -2.4 | -5.1 | 6.2 | 3.9 | 5.8 | -1.9 | 0.1 | -3.4 | 4.9 | -1.1 |
| 2004 |
+22.60% | 2.2 | 2.5 | 1.8 | -3.9 | 1.6 | 5.4 | -4.8 | 0.2 | 4.7 | 1.0 | 9.1 | 1.6 |
| 2003 |
+39.76% | -4.1 | -4.1 | -0.2 | 8.8 | 9.4 | 2.9 | 4.9 | 5.0 | -3.5 | 9.1 | 4.3 | 2.7 |
| 2002 |
-14.04% | 2.1 | -0.4 | 8.7 | 4.0 | -3.6 | -4.6 | -15.8 | -0.4 | -7.9 | 2.6 | 5.5 | -2.7 |
| 2001 |
+11.68% | 7.9 | -4.2 | -4.9 | 6.8 | 2.9 | 2.0 | -0.2 | -1.0 | -14.5 | 4.5 | 7.6 | 6.8 |
| 2000 |
+21.88% | -5.2 | 4.6 | 3.9 | 0.7 | -1.5 | 2.9 | 2.0 | 5.9 | -0.2 | 0.7 | -6.5 | 14.3 |
| 1999 |
+3.35% | -1.1 | -8.1 | -0.4 | 8.8 | 4.0 | 6.2 | -1.6 | -4.2 | -1.8 | -2.4 | 2.3 | 2.8 |
| 1998 |
-2.68% | -1.6 | 7.7 | 5.0 | 0.9 | -4.3 | -0.3 | -7.5 | -17.4 | 5.4 | 4.0 | 4.4 | 3.9 |
| 1997 |
+35.44% | 2.6 | 0.5 | -2.5 | 1.3 | 8.4 | 5.6 | 5.7 | 2.3 | 7.2 | -3.1 | 0.7 | 2.9 |
| 1996 |
+21.41% | 0.3 | 2.4 | 2.5 | 3.1 | 3.4 | -1.5 | -6.0 | 5.0 | 2.9 | 0.5 | 5.2 | 2.2 |
| 1995 |
+30.32% | 0.1 | 4.4 | 1.7 | 2.8 | 2.2 | 3.7 | 4.8 | 2.9 | 1.6 | -4.0 | 4.4 | 2.6 |
| 1994 |
-0.07% | 3.5 | -0.6 | -4.6 | 0.9 | -0.4 | -1.6 | 2.1 | 4.1 | -0.7 | -0.9 | -3.8 | 2.3 |
| 1993 |
+21.10% | 4.4 | 1.3 | 3.5 | -2.3 | 2.7 | 1.0 | 1.4 | 3.9 | 1.5 | 1.3 | -2.7 | 3.7 |
| 1992 |
+28.23% | 7.1 | 4.6 | -1.0 | -0.5 | 1.9 | -2.1 | 3.9 | -2.0 | 2.0 | 2.0 | 5.7 | 4.0 |
| 1991 |
+42.96% | 7.5 | 9.3 | 5.2 | 2.1 | 4.0 | -3.8 | 4.1 | 3.8 | -0.5 | 2.2 | -4.7 | 8.2 |
| 1990 |
-19.05% | -7.7 | 2.2 | 2.4 | -4.3 | 5.5 | -0.9 | -4.0 | -10.7 | -7.7 | -4.4 | 6.9 | 3.8 |
| 1989 |
+19.21% | 4.7 | 0.8 | 2.9 | 4.4 | 3.8 | -0.3 | 3.8 | 3.2 | -0.3 | -5.6 | 0.8 | 0.1 |
| 1988 |
+29.00% | 5.7 | 7.4 | 2.6 | 1.9 | -0.7 | 6.3 | -0.1 | -1.2 | 2.7 | 0.5 | -2.1 | 3.3 |
| 1987 |
-3.51% | 10.0 | 5.2 | 2.6 | -3.1 | 0.2 | 3.9 | 4.3 | 3.5 | -1.5 | -25.9 | -3.4 | 5.9 |
| 1986 |
+13.99% | 1.8 | 7.1 | 5.6 | 0.6 | 4.6 | 1.7 | -7.2 | 4.9 | -4.5 | 2.3 | -0.2 | -2.6 |
| 1985 |
+37.46% | 9.5 | 2.2 | 0.2 | 0.8 | 3.9 | 3.1 | 2.0 | 0.2 | -4.0 | 4.1 | 7.1 | 3.9 |
| 1984 |
+5.69% | 0.5 | -4.4 | 2.0 | -0.1 | -4.6 | 1.9 | -2.9 | 10.1 | 1.8 | 0.0 | 0.2 | 1.8 |
| 1983 |
+42.61% | 4.7 | 6.4 | 6.1 | 7.8 | 4.8 | 3.1 | 0.9 | -1.5 | 3.5 | -3.0 | 4.1 | -0.1 |
| 1982 |
+36.87% | -2.4 | -1.9 | 0.4 | 5.2 | -1.8 | -1.7 | -1.1 | 9.5 | 4.9 | 13.0 | 8.5 | 0.7 |
| 1981 |
+15.69% | 1.5 | 2.5 | 7.1 | 3.7 | 2.0 | 1.0 | -1.9 | -5.1 | -5.4 | 6.8 | 5.0 | -1.4 |
| 1980 |
+25.77% | 7.0 | -3.3 | -15.8 | 7.2 | 8.4 | 4.2 | 8.0 | 3.4 | 1.8 | 2.1 | 3.7 | -1.1 |
| 1979 |
+37.80% | 9.0 | -2.3 | 8.9 | 2.9 | -0.4 | 6.3 | 3.9 | 7.2 | -1.4 | -11.3 | 7.0 | 4.7 |
| 1978 |
+19.25% | -2.1 | 1.9 | 6.8 | 7.0 | 4.9 | 1.2 | 5.2 | 8.2 | -0.8 | -17.9 | 4.5 | 1.7 |
| 1977 |
+15.88% | 1.8 | -0.9 | 0.0 | 2.4 | 0.3 | 6.1 | -0.4 | -1.1 | 0.5 | -1.9 | 7.2 | 1.3 |
| 1976 |
+54.78% | 20.0 | 8.6 | 2.2 | -0.9 | -2.2 | 5.1 | 0.9 | -1.2 | 2.4 | -1.7 | 4.2 | 9.0 |
| 1975 |
+53.94% | 25.8 | 3.5 | 6.0 | 3.7 | 6.2 | 6.6 | -4.0 | -4.4 | -3.9 | 3.9 | 3.8 | 0.1 |
| 1974 |
-21.09% | 9.1 | 1.6 | -1.8 | -4.7 | -7.3 | -2.6 | -2.6 | -7.0 | -6.9 | 9.3 | -3.6 | -5.2 |
| 1973 |
-24.12% | -5.1 | -5.8 | -1.7 | -4.8 | -5.4 | -2.6 | 6.8 | -3.0 | 10.0 | 0.7 | -15.2 | 1.1 |
| 1972 |
+11.15% | 6.6 | 2.0 | 0.3 | 1.1 | -1.0 | -3.2 | -2.1 | 3.7 | -2.3 | 0.6 | 7.2 | -1.6 |
ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.