Last Update: 31 Dec 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 10.17% compound annual return, with a 19.69% 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.
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 Dec 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+7.50%
|
0.00%
|
1 - 0 | |
|
3M
|
+32.84%
|
0.00%
|
3 - 0 | |
|
6M
|
+35.75%
|
-5.18%
Sep 2020 - Sep 2020
|
5 - 1 | |
|
YTD
|
+2.63%
|
38.82%
|
-37.50%
Jan 2020 - Mar 2020
|
8 - 4 |
|
1Y
|
+2.63%
|
38.82%
|
-37.50%
Jan 2020 - Mar 2020
|
8 - 4 |
|
3Y
|
+3.55%
annualized
|
27.55%
|
-40.32%
Sep 2018 - Mar 2020
|
25 - 11 |
|
5Y
|
+10.17%
annualized
|
23.25%
|
-40.32%
Sep 2018 - Mar 2020
|
42 - 18 |
|
10Y
|
+10.17%
annualized
|
19.69%
|
-40.32%
Sep 2018 - Mar 2020
|
80 - 40 |
|
MAX
01 Jan 1972
|
+13.76%
annualized
|
18.69%
|
-54.14%
Jun 2007 - Feb 2009
|
384 - 204 |
* 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 |
+15.16% |
+96.62% Aug 1982 - Jul 1983 |
-43.03% Mar 2008 - Feb 2009 |
23.05% |
| 2 Years |
+14.79% |
+54.36% Jan 1975 - Dec 1976 |
-29.77% Mar 2007 - Feb 2009 |
13.98% |
| 3 Years |
+15.00% |
+40.29% Jan 1975 - Dec 1977 |
-18.25% Mar 2006 - Feb 2009 |
8.68% |
| 5 Years |
+15.18% |
+35.46% Oct 1974 - Sep 1979 |
-5.86% Mar 2004 - Feb 2009 |
2.84% |
| 7 Years |
+15.16% |
+30.95% Jan 1975 - Dec 1981 |
-1.42% Apr 2002 - Mar 2009 |
0.40% |
| 10 Years |
+14.95% |
+29.84% Jan 1975 - Dec 1984 |
+3.72% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+14.57% |
+26.31% Oct 1974 - Sep 1989 |
+5.15% Apr 2005 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
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 | 2.4 | 1.1 | 1.4 | 2.2 | 1.0 | 1.3 | 0.6 | 0.5 | -0.1 | -0.1 | 2.4 | 2.2 |
| Best |
25.8 1975 |
9.3 1991 |
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 |
63 | 67 | 73 | 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 |
| 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.