Last Update: 31 Mar 2021

Category: Stocks
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 11.91% compound annual return, with a 20.02% standard deviation.

In 2020, the portfolio granted a 1.02% dividend yield. If you are interested in getting periodic income, please refer to the iShares S&P Small-Cap 600 Value (IJS): Dividend Yield page.

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%
Big Rocks Portfolio Larry Swedroe 9.0%

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 Value (IJS): 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
Mar 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.61%
0.00%
1 - 0
3M
+24.32%
0.00%
3 - 0
6M
+65.15%
0.00%
6 - 0
YTD
+24.32%
0.00%
3 - 0
1Y
+104.15%
20.54%
-5.18%
Sep 2020 - Sep 2020
11 - 1
3Y
+11.88%
annualized
28.28%
-40.32%
Sep 2018 - Mar 2020
26 - 10
5Y
+13.92%
annualized
23.33%
-40.32%
Sep 2018 - Mar 2020
43 - 17
10Y
+11.91%
annualized
20.02%
-40.32%
Sep 2018 - Mar 2020
81 - 39
MAX
01 Jan 1972
+14.19%
annualized
18.72%
-54.14%
Jun 2007 - Feb 2009
387 - 204

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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
+15.36% +104.15%
Apr 2020 - Mar 2021
-43.03%
Mar 2008 - Feb 2009
22.93%
2 Years
+14.79% +54.36%
Jan 1975 - Dec 1976
-29.77%
Mar 2007 - Feb 2009
13.91%
3 Years
+14.97% +40.29%
Jan 1975 - Dec 1977
-18.25%
Mar 2006 - Feb 2009
8.63%
5 Years
+15.17% +35.46%
Oct 1974 - Sep 1979
-5.86%
Mar 2004 - Feb 2009
2.82%
7 Years
+15.12% +30.95%
Jan 1975 - Dec 1981
-1.42%
Apr 2002 - Mar 2009
0.39%
10 Years
+14.92% +29.84%
Jan 1975 - Dec 1984
+3.72%
Mar 1999 - Feb 2009
0.00%
15 Years
+14.53% +26.31%
Oct 1974 - Sep 1989
+5.15%
Apr 2005 - Mar 2020
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 Value (IJS) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

iShares S&P Small-Cap 600 Value (IJS) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 2.5 1.3 1.5 2.2 1.0 1.3 0.6 0.5 -0.1 -0.1 2.4 2.2
Best 25.8
1975
10.8
2021
9.4
2016
18.9
2009
9.4
2003
7.7
2019
11.0
2009
10.1
1984
10.9
2010
15.3
2011
19.2
2020
14.3
2000
Worst -13.9
2009
-13.0
2009
-25.8
2020
-5.1
2005
-10.0
2019
-8.4
2008
-15.8
2002
-17.4
1998
-14.5
2001
-25.9
1987
-15.2
1973
-12.4
2018
Gain
Frequency
64 68 74 73 63 65 55 57 51 61 78 76

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+24.32% 6.3 10.8 5.6
2020
+2.63% -6.3 -10.2 -25.8 13.9 2.6 3.6 2.6 5.1 -5.2 3.7 19.2 7.5
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.

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