iShares Core S&P Mid-Cap (IJH): Historical Returns

Data Source: from January 1927 to February 2024 (~97 years)
Consolidated Returns as of 29 February 2024
Category: Stocks
iShares Core S&P Mid-Cap (IJH) ETF
ETF • LIVE PERFORMANCE (USD currency)
5.86%
February 2024

In the last 30 Years, the iShares Core S&P Mid-Cap (IJH) ETF obtained a 10.84% compound annual return, with a 17.41% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

Investment Returns as of Feb 29, 2024

The iShares Core S&P Mid-Cap (IJH) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES CORE S&P MID-CAP (IJH) ETF
Consolidated returns as of 29 February 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~97Y)
iShares Core S&P Mid-Cap (IJH) ETF n.a. n.a. 5.86 10.07 12.95 10.31 9.36 10.84 10.82
US Inflation Adjusted return 5.39 8.35 9.49 5.87 6.36 8.10 7.60
Returns over 1 year are annualized | Available data source: since Jan 1927
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

In 2023, the iShares Core S&P Mid-Cap (IJH) ETF granted a 1.68% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P Mid-Cap (IJH) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 21.94$, with a total return of 2094.38% (10.84% annualized).

The Inflation Adjusted Capital now would be 10.35$, with a net total return of 934.92% (8.10% annualized).
An investment of 1$, since January 1927, now would be worth 21653.15$, with a total return of 2165214.67% (10.82% annualized).

The Inflation Adjusted Capital now would be 1232.66$, with a net total return of 123166.21% (7.60% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of iShares Core S&P Mid-Cap (IJH) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES CORE S&P MID-CAP (IJH) ETF
Advanced Metrics
Data Source: 1 January 1927 - 29 February 2024 (~97 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~97Y)
Investment Return (%) 5.86 13.09 10.07 12.95 6.57 10.31 9.36 9.67 10.84 10.82
Infl. Adjusted Return (%) details 5.39 11.99 8.35 9.49 0.85 5.87 6.36 6.91 8.10 7.60
US Inflation (%) 0.44 0.98 1.59 3.17 5.68 4.19 2.82 2.59 2.54 2.99
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -12.96 -21.57 -29.70 -29.70 -49.45 -49.45 -88.02
Start to Recovery (# months) details 5 24 11 11 43 43 186
Start (yyyy mm) 2023 08 2022 01 2020 01 2020 01 2007 06 2007 06 1929 09
Start to Bottom (# months) 3 9 3 3 21 21 33
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02 1932 05
Bottom to End (# months) 2 15 8 8 22 22 153
End (yyyy mm) 2023 12 2023 12 2020 11 2020 11 2010 12 2010 12 1945 02
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-21.57 -21.57
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 24 24
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 06 2007 06 1929 09
Start to Bottom (# months) 3 9 9 9 21 21 33
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02 1932 05
Bottom to End (# months) 2 15 15 15 22 22 153
End (yyyy mm) 2023 12 2023 12 2023 12 2023 12 2010 12 2010 12 1945 02
Longest negative period (# months) details 9 32 32 44 62 107 185
Period Start (yyyy mm) 2023 03 2021 03 2021 03 2016 08 2004 03 2000 04 1929 09
Period End (yyyy mm) 2023 11 2023 10 2023 10 2020 03 2009 04 2009 02 1945 01
Annualized Return (%) -0.16 -0.51 -0.51 -0.49 -0.22 -0.04 -0.26
Deepest Drawdown Depth (%) -13.78 -25.73 -29.57 -29.57 -50.87 -50.87 -84.88
Start to Recovery (# months) details 5 34* 11 11 45 45 186
Start (yyyy mm) 2023 08 2021 05 2020 01 2020 01 2007 06 2007 06 1929 09
Start to Bottom (# months) 3 17 3 3 21 21 33
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02 1932 05
Bottom to End (# months) 2 17 8 8 24 24 153
End (yyyy mm) 2023 12 - 2020 11 2020 11 2011 02 2011 02 1945 02
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-25.73 -25.73
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 34* 34*
Start (yyyy mm) 2023 08 2021 05 2021 05 2021 05 2007 06 2007 06 1929 09
Start to Bottom (# months) 3 17 17 17 21 21 33
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02 1932 05
Bottom to End (# months) 2 17 17 17 24 24 153
End (yyyy mm) 2023 12 - - - 2011 02 2011 02 1945 02
Longest negative period (# months) details 9 35 35 64 69 131 238
Period Start (yyyy mm) 2023 03 2021 03 2020 12 2014 12 2006 01 1998 04 1929 09
Period End (yyyy mm) 2023 11 2024 01 2023 10 2020 03 2011 09 2009 02 1949 06
Annualized Return (%) -2.96 -0.93 -1.18 -0.01 -0.10 -0.20 -0.24
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 18.88 19.75 21.98 18.14 17.85 17.41 19.90
Sharpe Ratio 0.41 0.21 0.39 0.45 0.47 0.49 0.34
Sortino Ratio 0.63 0.31 0.52 0.61 0.62 0.65 0.47
Ulcer Index 5.19 8.71 8.96 7.23 11.13 10.20 23.21
Ratio: Return / Standard Deviation 0.69 0.33 0.47 0.52 0.54 0.62 0.54
Ratio: Return / Deepest Drawdown 1.00 0.30 0.35 0.32 0.20 0.22 0.12
% Positive Months details 41% 52% 60% 63% 62% 62% 61%
Positive Months 5 19 36 76 151 226 722
Negative Months 7 17 24 44 89 134 444
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 9.36 17.20 17.20 21.32
Worst 10 Years Return (%) - Annualized 6.82 3.60 -7.15
Best 10 Years Return (%) - Annualized 6.36 15.17 15.17 18.22
Worst 10 Years Return (%) - Annualized 4.96 0.98 -5.03
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 83.45 31.10 26.69 17.20 12.25 10.84
Worst Rolling Return (%) - Annualized -41.75 -15.46 -4.50 3.60 6.83
% Positive Periods 76% 89% 98% 100% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 70.33 25.14 16.39 10.34 7.04 9.51
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.38 4.43 8.59
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 78.77 28.04 24.13 15.17 9.63 8.10
Worst Rolling Return (%) - Annualized -41.76 -17.26 -6.96 0.98 4.65
% Positive Periods 72% 88% 94% 100% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 70.33 25.14 16.39 10.34 7.04 9.51
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.38 4.43 8.59
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1927 - Feb 2024)
Best Rolling Return (%) - Annualized 176.23 50.32 40.29 21.32 18.11 16.47
Worst Rolling Return (%) - Annualized -70.22 -48.32 -23.95 -7.15 1.85 7.45
% Positive Periods 74% 85% 91% 96% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 54.49 13.11 7.47 4.58 2.86 2.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.15 2.03
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 195.81 47.03 38.90 18.22 14.32 12.84
Worst Rolling Return (%) - Annualized -66.94 -44.22 -20.23 -5.03 0.26 5.59
% Positive Periods 69% 81% 86% 90% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 54.49 13.11 7.47 4.58 2.86 2.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.15 2.03
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Core S&P Mid-Cap (IJH) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES CORE S&P MID-CAP (IJH) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs IJH
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
VTI
US Total Stock Market
0.91
0.95
0.94
0.94
0.94
SPY
US Large Cap
0.87
0.93
0.92
0.91
0.91
IJR
US Small Cap
0.96
0.97
0.97
0.94
0.94
VNQ
US REITs
0.92
0.85
0.77
0.68
0.67
QQQ
US Technology
0.58
0.78
0.77
0.75
0.75
PFF
Preferred Stocks
0.77
0.79
0.73
0.47
0.46
EFA
EAFE Stocks
0.84
0.89
0.83
0.81
0.77
VT
World All Countries
0.91
0.95
0.92
0.90
0.89
EEM
Emerging Markets
0.81
0.75
0.68
0.74
0.71
VGK
Europe
0.82
0.88
0.81
0.80
0.79
VPL
Pacific
0.87
0.86
0.81
0.70
0.66
FLLA
Latin America
0.83
0.74
0.57
0.67
0.66
BND
US Total Bond Market
0.54
0.42
0.32
0.13
0.13
TLT
Long Term Treasuries
0.64
0.07
0.01
-0.15
-0.14
BIL
US Cash
0.34
-0.10
-0.07
-0.03
-0.03
TIP
TIPS
0.44
0.52
0.43
0.20
0.20
LQD
Invest. Grade Bonds
0.60
0.60
0.52
0.30
0.31
HYG
High Yield Bonds
0.77
0.85
0.81
0.69
0.68
CWB
US Convertible Bonds
0.90
0.86
0.86
0.88
0.88
BNDX
International Bonds
0.47
0.48
0.37
0.15
0.16
EMB
Emerg. Market Bonds
0.84
0.75
0.64
0.56
0.56
GLD
Gold
-0.08
0.16
0.05
0.08
0.07
DBC
Commodities
0.13
0.53
0.46
0.39
0.38

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES CORE S&P MID-CAP (IJH) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1927 - 29 February 2024 (~97 years)
Inflation Adjusted:
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Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES CORE S&P MID-CAP (IJH) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1927 - 29 February 2024 (~97 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -41.75 03/2008
02/2009
0.58$ -5.00 0.94$ 12.65 1.12$ 28.33 1.28$ 83.45 04/2020
03/2021
1.83$ 12.95 23.50%
2Y -25.64 03/2007
02/2009
0.55$ 0.11 1.00$ 12.64 1.26$ 21.87 1.48$ 48.33 03/2009
02/2011
2.20$ 5.88 14.84%
3Y -15.46 03/2006
02/2009
0.60$ 3.58 1.11$ 11.68 1.39$ 18.38 1.65$ 31.10 03/2009
02/2012
2.25$ 6.57 10.15%
5Y -4.50 03/2004
02/2009
0.79$ 4.54 1.24$ 9.99 1.61$ 15.94 2.09$ 26.69 03/2009
02/2014
3.26$ 10.31 1.66%
7Y -0.47 03/2002
02/2009
0.96$ 7.49 1.65$ 10.00 1.94$ 13.62 2.44$ 18.40 04/2009
03/2016
3.26$ 9.28 0.72%
10Y 3.60 03/1999
02/2009
1.42$ 7.54 2.06$ 10.21 2.64$ 12.98 3.38$ 17.20 03/2009
02/2019
4.88$ 9.36 0.00%
15Y 6.86 04/2005
03/2020
2.70$ 8.49 3.39$ 9.65 3.98$ 10.62 4.54$ 14.85 03/2009
02/2024
7.98$ 14.85 0.00%
20Y 6.83 04/2000
03/2020
3.74$ 9.41 6.03$ 10.18 6.95$ 11.23 8.40$ 12.25 07/1994
06/2014
10.08$ 9.67 0.00%
30Y 10.84 03/1994
02/2024
21.94$ 10.84 21.94$ 10.84 21.94$ 10.84 21.94$ 10.84 03/1994
02/2024
21.94$ 10.84 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -41.76 03/2008
02/2009
0.58$ -7.26 0.92$ 10.67 1.10$ 25.96 1.25$ 78.77 04/2020
03/2021
1.78$ 9.49 27.79%
2Y -27.14 03/2007
02/2009
0.53$ -2.76 0.94$ 9.60 1.20$ 18.50 1.40$ 45.23 03/2009
02/2011
2.10$ 1.27 18.99%
3Y -17.26 03/2006
02/2009
0.56$ 1.01 1.03$ 9.11 1.29$ 15.63 1.54$ 28.04 03/2009
02/2012
2.09$ 0.85 12.00%
5Y -6.96 03/2004
02/2009
0.69$ 2.19 1.11$ 7.54 1.43$ 13.75 1.90$ 24.13 03/2009
02/2014
2.94$ 5.87 5.32%
7Y -2.97 03/2002
02/2009
0.80$ 4.78 1.38$ 7.36 1.64$ 11.32 2.11$ 16.54 03/2009
02/2016
2.91$ 5.56 2.53%
10Y 0.98 03/1999
02/2009
1.10$ 4.95 1.62$ 7.80 2.11$ 10.52 2.72$ 15.17 03/2009
02/2019
4.10$ 6.36 0.00%
15Y 4.36 03/1994
02/2009
1.89$ 6.14 2.44$ 7.26 2.86$ 8.10 3.21$ 11.98 03/2009
02/2024
5.45$ 11.98 0.00%
20Y 4.65 04/2000
03/2020
2.48$ 6.95 3.83$ 7.82 4.50$ 8.67 5.27$ 9.63 07/1994
06/2014
6.28$ 6.91 0.00%
30Y 8.10 03/1994
02/2024
10.34$ 8.10 10.34$ 8.10 10.34$ 8.10 10.34$ 8.10 03/1994
02/2024
10.34$ 8.10 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -70.22 07/1931
06/1932
0.29$ -7.43 0.92$ 13.61 1.13$ 33.46 1.33$ 176.23 07/1932
06/1933
2.76$ 12.95 25.71%
2Y -59.86 06/1930
05/1932
0.16$ -0.82 0.98$ 13.21 1.28$ 25.48 1.57$ 67.78 07/1932
06/1934
2.81$ 5.88 16.19%
3Y -48.32 07/1929
06/1932
0.13$ 0.52 1.01$ 12.97 1.44$ 21.41 1.78$ 50.32 03/1933
02/1936
3.39$ 6.57 14.50%
5Y -23.95 06/1927
05/1932
0.25$ 3.74 1.20$ 12.39 1.79$ 19.00 2.38$ 40.29 06/1932
05/1937
5.43$ 10.31 8.58%
7Y -8.97 04/1928
03/1935
0.51$ 5.20 1.42$ 12.41 2.26$ 17.22 3.04$ 23.87 04/1980
03/1987
4.47$ 9.28 5.63%
10Y -7.15 09/1929
08/1939
0.47$ 6.65 1.90$ 12.30 3.19$ 16.62 4.65$ 21.32 10/1974
09/1984
6.90$ 9.36 3.53%
15Y -0.91 09/1929
08/1944
0.87$ 8.36 3.33$ 12.03 5.49$ 16.01 9.27$ 20.66 10/1974
09/1989
16.71$ 14.85 1.93%
20Y 1.85 09/1929
08/1949
1.44$ 9.32 5.93$ 12.14 9.88$ 15.48 17.79$ 18.11 10/1974
09/1994
27.92$ 9.67 0.00%
30Y 7.45 09/1929
08/1959
8.63$ 11.16 23.88$ 12.23 31.89$ 13.87 49.21$ 16.47 01/1975
12/2004
96.88$ 10.84 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -66.94 07/1931
06/1932
0.33$ -11.61 0.88$ 10.52 1.10$ 30.12 1.30$ 195.81 07/1932
06/1933
2.95$ 9.49 30.74%
2Y -55.42 06/1930
05/1932
0.19$ -5.27 0.89$ 9.43 1.19$ 21.61 1.47$ 69.02 07/1932
06/1934
2.85$ 1.27 22.31%
3Y -44.22 07/1929
06/1932
0.17$ -2.32 0.93$ 9.26 1.30$ 17.70 1.63$ 47.03 07/1932
06/1935
3.17$ 0.85 18.30%
5Y -20.23 06/1927
05/1932
0.32$ 0.50 1.02$ 8.92 1.53$ 15.03 2.01$ 38.90 06/1932
05/1937
5.16$ 5.87 13.91%
7Y -10.62 10/1967
09/1974
0.45$ 1.53 1.11$ 8.77 1.80$ 13.64 2.44$ 22.36 06/1932
05/1939
4.10$ 5.56 11.82%
10Y -5.03 09/1929
08/1939
0.59$ 2.21 1.24$ 9.17 2.40$ 12.45 3.23$ 18.22 06/1949
05/1959
5.33$ 6.36 9.26%
15Y -1.06 09/1929
08/1944
0.85$ 2.90 1.53$ 8.13 3.22$ 12.40 5.77$ 15.10 05/1942
04/1957
8.24$ 11.98 1.72%
20Y 0.26 09/1929
08/1949
1.05$ 4.49 2.40$ 8.48 5.09$ 11.51 8.83$ 14.32 04/1942
03/1962
14.53$ 6.91 0.00%
30Y 5.59 11/1960
10/1990
5.11$ 6.48 6.58$ 8.26 10.82$ 10.10 17.92$ 12.84 06/1932
05/1962
37.53$ 8.10 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Core S&P Mid-Cap (IJH) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in iShares Core S&P Mid-Cap (IJH) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Core S&P Mid-Cap (IJH) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES CORE S&P MID-CAP (IJH) ETF
Monthly Returns Distribution
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1927 - 29 February 2024 (~97 years)
226 Positive Months (63%) - 134 Negative Months (37%)
722 Positive Months (62%) - 444 Negative Months (38%)
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Investment Returns, up to December 2000, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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