Data Source: from January 1972 to December 2021
Last Update: 31 Dec 2021
In the last 10 years, the iShares S&P Small-Cap 600 Value (IJS) ETF obtained a 13.33% compound annual return, with a 19.05% standard deviation.
In the last 25 years, a 10.48% compound annual return, with a 19.77% standard deviation.
In 2021, the ETF granted a 1.97% dividend yield. If you are interested in getting periodic income, please refer to the iShares S&P Small-Cap 600 Value (IJS) ETF: 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 | IJS 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% |
| Golden Butterfly with Bitcoin | 20.0% |
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) ETF: Dividend Yield page.
An investment of 1000$, since January 1997, now would be worth 12083.05$, with a total return of 1108.30% (10.48% annualized).
The Inflation Adjusted Capital now would be 6861.05$, with a net total return of 586.11% (8.01% annualized).
| Period | Return Dec 2021 update |
Return Inflation Adjusted |
Standard Deviation(*) |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Dec 2021
|
+4.12%
|
+3.64%
|
0.00%
|
1 - 0
|
|
|
3M
|
+4.30%
|
+2.05%
|
-2.62%
Nov 2021 - Nov 2021
|
2 - 1
|
|
|
6M
|
+0.09%
|
-3.20%
|
-4.36%
Jul 2021 - Jul 2021
|
3 - 3
|
|
|
YTD
|
+30.53%
|
+21.85%
|
14.05%
|
-5.04%
Jun 2021 - Jul 2021
|
8 - 4
67% pos
|
|
1Y
|
+30.53%
|
+21.85%
|
14.05%
|
-5.04%
Jun 2021 - Jul 2021
|
8 - 4
67% pos
|
|
3Y
|
+18.47%
annualized
|
+14.43%
annualized
|
26.51%
|
-37.50%
Jan 2020 - Mar 2020
|
25 - 11
69% pos
|
|
5Y
|
+10.04%
annualized
|
+6.92%
annualized
|
22.82%
|
-40.32%
Sep 2018 - Mar 2020
|
40 - 20
67% pos
|
|
10Y
|
+13.33%
annualized
|
+10.98%
annualized
|
19.05%
|
-40.32%
Sep 2018 - Mar 2020
|
82 - 38
68% pos
|
|
20Y
|
+9.82%
annualized
|
+7.34%
annualized
|
19.97%
|
-54.13%
Jun 2007 - Feb 2009
|
157 - 83
65% pos
|
|
25Y
|
+10.48%
annualized
|
+8.01%
annualized
|
19.77%
|
-54.13%
Jun 2007 - Feb 2009
|
194 - 106
65% pos
|
|
MAX
01 Jan 1972
|
+14.07%
annualized
|
+9.78%
annualized
|
18.62%
|
-54.13%
Jun 2007 - Feb 2009
|
392 - 208
65% pos
|
Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 5Y: 2.92% , 10Y: 2.12% , 25Y: 2.29%
ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Drawdowns
Worst drawdowns since January 1997.
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -54.13% | Jun 2007 | Feb 2009 | 21 | Apr 2011 | 26 | 47 |
| -40.32% | Sep 2018 | Mar 2020 | 19 | Jan 2021 | 10 | 29 |
| -31.31% | May 2002 | Mar 2003 | 11 | Nov 2003 | 8 | 19 |
| -27.15% | May 1998 | Aug 1998 | 4 | Aug 2000 | 24 | 28 |
| -22.65% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
| -15.54% | Jul 2001 | Sep 2001 | 3 | Dec 2001 | 3 | 6 |
| -13.44% | Apr 2015 | Jan 2016 | 10 | Jun 2016 | 5 | 15 |
| -8.95% | Feb 2001 | Mar 2001 | 2 | May 2001 | 2 | 4 |
| -8.95% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
| -7.77% | Jan 2005 | Apr 2005 | 4 | Jun 2005 | 2 | 6 |
| -7.47% | May 2006 | Jul 2006 | 3 | Oct 2006 | 3 | 6 |
| -6.73% | Jul 2014 | Sep 2014 | 3 | Nov 2014 | 2 | 5 |
| -6.52% | Nov 2000 | Nov 2000 | 1 | Dec 2000 | 1 | 2 |
| -5.32% | Jan 2015 | Jan 2015 | 1 | Feb 2015 | 1 | 2 |
| -5.17% | Aug 2005 | Oct 2005 | 3 | Jan 2006 | 3 | 6 |
| -5.04% | Jun 2021 | Jul 2021 | 2 | in progress | 5 | 7 |
| -4.75% | Jul 2004 | Jul 2004 | 1 | Oct 2004 | 3 | 4 |
| -4.04% | Feb 2018 | Feb 2018 | 1 | May 2018 | 3 | 4 |
| -3.93% | Apr 2004 | Apr 2004 | 1 | Jun 2004 | 2 | 3 |
| -3.74% | Oct 2016 | Oct 2016 | 1 | Nov 2016 | 1 | 2 |
Rolling Returns ( more details)
iShares S&P Small-Cap 600 Value (IJS) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+16.09% |
+104.15% Apr 2020 - Mar 2021 |
-43.03% Mar 2008 - Feb 2009 |
22.58% |
| 2 Years |
+14.85% |
+54.36% Jan 1975 - Dec 1976 |
-29.77% Mar 2007 - Feb 2009 |
13.69% |
| 3 Years |
+14.91% |
+40.29% Jan 1975 - Dec 1977 |
-18.25% Mar 2006 - Feb 2009 |
8.50% |
| 5 Years |
+15.13% |
+35.46% Oct 1974 - Sep 1979 |
-5.86% Mar 2004 - Feb 2009 |
2.77% |
| 7 Years |
+15.04% |
+30.95% Jan 1975 - Dec 1981 |
-1.42% Apr 2002 - Mar 2009 |
0.39% |
| 10 Years |
+14.89% |
+29.84% Jan 1975 - Dec 1984 |
+3.72% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+14.41% |
+26.31% Oct 1974 - Sep 1989 |
+5.15% Apr 2005 - Mar 2020 |
0.00% |
| 20 Years |
+14.39% |
+22.53% Oct 1974 - Sep 1994 |
+7.20% Apr 2000 - 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
In the table below, for the iShares S&P Small-Cap 600 Value (IJS) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
2.47 64% |
1.31 68% |
1.45 74% |
2.17 74% |
1.03 64% |
1.27 64% |
0.46 54% |
0.50 58% |
-0.17 50% |
-0.07 62% |
2.35 76% |
2.24 76% |
| Best Year |
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 Year |
-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 |
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly/Yearly Returns
iShares S&P Small-Cap 600 Value (IJS) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+30.53 | +21.85 | 6.2 | 10.8 | 5.6 | 1.7 | 3.9 | -0.7 | -4.4 | 1.8 | -1.5 | 2.9 | -2.6 | 4.1 |
| 2020 |
+2.63 | +1.31 | -6.3 | -10.1 | -25.8 | 13.9 | 2.5 | 3.6 | 2.6 | 5.1 | -5.2 | 3.7 | 19.2 | 7.5 |
| 2019 |
+24.12 | +21.38 | 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 | -14.48 | 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 | +9.06 | -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 | +28.61 | -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 | -7.49 | -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 | +6.86 | -3.5 | 4.6 | 1.3 | -2.3 | 0.6 | 3.8 | -5.1 | 4.5 | -5.9 | 7.1 | 0.5 | 2.6 |
| 2013 |
+39.34 | +37.27 | 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 | +16.20 | 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 | -4.57 | -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 | +22.92 | -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 | +19.01 | -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 | -29.37 | -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 | -9.29 | 2.1 | -0.9 | 0.9 | 1.8 | 4.6 | -2.2 | -6.3 | 1.3 | 0.3 | 1.1 | -7.1 | -0.7 |
| 2006 |
+19.37 | +16.43 | 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 | +2.57 | -3.3 | 2.9 | -2.4 | -5.1 | 6.2 | 3.9 | 5.8 | -1.9 | 0.0 | -3.4 | 4.9 | -1.1 |
| 2004 |
+22.60 | +18.64 | 2.2 | 2.5 | 1.8 | -3.9 | 1.6 | 5.4 | -4.7 | 0.2 | 4.7 | 1.0 | 9.1 | 1.6 |
| 2003 |
+39.76 | +36.97 | -4.1 | -4.1 | -0.1 | 8.8 | 9.4 | 2.9 | 4.9 | 5.0 | -3.5 | 9.1 | 4.3 | 2.7 |
| 2002 |
-14.04 | -16.12 | 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 | +9.91 | 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 | +17.83 | -5.2 | 4.6 | 3.9 | 0.7 | -1.5 | 2.9 | 2.0 | 5.9 | -0.2 | 0.6 | -6.5 | 14.3 |
| 1999 |
+3.35 | +0.66 | -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 | -4.21 | -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 | +33.18 | 2.6 | 0.5 | -2.5 | 1.3 | 8.4 | 5.6 | 5.6 | 2.2 | 7.2 | -3.1 | 0.7 | 2.9 |
| 1996 |
+21.41 | +17.44 | 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 | +27.10 | 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 | -2.60 | 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 | +17.79 | 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 | +24.54 | 7.0 | 4.6 | -1.0 | -0.5 | 1.9 | -2.1 | 3.9 | -1.9 | 2.0 | 2.0 | 5.7 | 4.0 |
| 1991 |
+42.96 | +38.82 | 7.5 | 9.3 | 5.2 | 2.1 | 3.9 | -3.8 | 4.1 | 3.8 | -0.5 | 2.2 | -4.7 | 8.2 |
| 1990 |
-19.05 | -23.81 | -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 | +13.92 | 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 | +23.54 | 5.7 | 7.4 | 2.5 | 1.9 | -0.7 | 6.3 | -0.1 | -1.2 | 2.7 | 0.5 | -2.1 | 3.3 |
| 1987 |
-3.51 | -7.51 | 10.0 | 5.2 | 2.6 | -3.1 | 0.2 | 3.9 | 4.3 | 3.4 | -1.5 | -25.9 | -3.4 | 5.9 |
| 1986 |
+13.99 | +12.65 | 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 | +32.44 | 9.4 | 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 | +1.58 | 0.5 | -4.4 | 2.0 | -0.1 | -4.6 | 1.8 | -2.9 | 10.1 | 1.8 | 0.0 | 0.2 | 1.8 |
| 1983 |
+42.61 | +37.40 | 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 | +31.83 | -2.4 | -1.9 | 0.4 | 5.2 | -1.8 | -1.7 | -1.1 | 9.5 | 4.9 | 13.0 | 8.5 | 0.6 |
| 1981 |
+15.69 | +6.22 | 1.4 | 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 | +11.94 | 7.0 | -3.2 | -15.8 | 7.2 | 8.4 | 4.2 | 8.0 | 3.4 | 1.8 | 2.1 | 3.7 | -1.1 |
| 1979 |
+37.80 | +21.68 | 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 | +9.41 | -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 | +8.62 | 1.8 | -0.9 | 0.0 | 2.3 | 0.3 | 6.1 | -0.4 | -1.1 | 0.5 | -1.9 | 7.2 | 1.3 |
| 1976 |
+54.78 | +47.36 | 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 | +43.70 | 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 | -29.60 | 9.1 | 1.6 | -1.8 | -4.7 | -7.2 | -2.6 | -2.6 | -7.0 | -6.8 | 9.3 | -3.6 | -5.2 |
| 1973 |
-24.12 | -30.34 | -5.1 | -5.8 | -1.7 | -4.8 | -5.4 | -2.6 | 6.7 | -3.0 | 10.0 | 0.7 | -15.2 | 1.1 |
| 1972 |
+11.15 | +7.49 | 6.6 | 1.9 | 0.3 | 1.1 | -1.0 | -3.1 | -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.