iShares S&P Small-Cap 600 Value (IJS) to CAD: Historical Returns

Simulation Settings
Category: Stocks
Period: August 1953 - April 2026 (~73 years)
Consolidated Returns as of 30 April 2026
Initial Amount: 1$
Currency: CAD
IJS is not denominated in CAD. Returns are simulated using exchange rates or interest rate differentials in case of currency hedging.
Inflation: Canada
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Results
30 Years
(1996/05 - 2026/04)
All Data
(1953/08 - 2026/04)
Inflation Adjusted:
iShares S&P Small-Cap 600 Value (IJS)
1.00$
Invested Capital
May 1996
17.99$
Final Capital
April 2026
10.11%
Yearly Return
17.15%
Std Deviation
-47.10%
Max Drawdown
72months
Recovery Period
1.00$
Invested Capital
May 1996
9.53$
Final Capital
April 2026
7.81%
Yearly Return
17.15%
Std Deviation
-49.15%
Max Drawdown
76months
Recovery Period
1.00$
Invested Capital
August 1953
20.05 K$
Final Capital
April 2026
14.59%
Yearly Return
16.40%
Std Deviation
-47.10%
Max Drawdown
72months
Recovery Period
1.00$
Invested Capital
August 1953
1.66 K$
Final Capital
April 2026
10.73%
Yearly Return
16.40%
Std Deviation
-60.41%
Max Drawdown
112months
Recovery Period
This portfolio includes ETFs not denominated in CAD. Returns are calculated using exchange rates or, if applicable, interest rate differentials for currency hedging.

The iShares S&P Small-Cap 600 Value (IJS) to CAD ETF covers to the following investment themes:

  • Asset Class: Equity
  • Size: Small Cap
  • Style: Value
  • Region: North America
  • Country: U.S.

As of April 2026, in the previous 30 Years, the iShares S&P Small-Cap 600 Value (IJS) to CAD ETF obtained a 10.11% compound annual return, with a 17.15% standard deviation. It suffered a maximum drawdown of -47.10% that required 72 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the ETFs/Assets issuers. Content is for informational, educational, illustrative and entertainment purposes only.

The iShares S&P Small-Cap 600 Value (IJS) ETF is part of the following Lazy Portfolios:

Portfolio Name Author IJS Weight▾ Currency
US Golden Butterfly To CAD Tyler 20.00% CAD

Investment Returns as of Apr 30, 2026

Returns are calculated in CAD, assuming:
  • no fees or capital gain taxes.
  • dividend reinvestment, when applicable.
  • for non-CAD assets, the adjustment for actual currency exchange rates.
  • the actual Canada Inflation rates.
ISHARES S&P SMALL-CAP 600 VALUE (IJS) TO CAD ETF
Capital Growth
30 Years
(1996/05 - 2026/04)
All Data
(1953/08 - 2026/04)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
iShares S&P Small-Cap 600 Value (IJS)
 1 $ 17.99 $ 1 699.32% 10.11%
May 1996 Apr 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
iShares S&P Small-Cap 600 Value (IJS)
 1 $ 9.53 $ 853.40% 7.81%
May 1996 Apr 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
iShares S&P Small-Cap 600 Value (IJS)
 1 $ 20 048.12 $ 2 004 711.99% 14.59%
Aug 1953 Apr 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
iShares S&P Small-Cap 600 Value (IJS)
 1 $ 1 664.69 $ 166 368.83% 10.73%
Aug 1953 Apr 2026

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Chg (%) Return (%) Return (%) as of Apr 30, 2026
1 Day Time ET(*) --- YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~73Y)
Investment Return --- --- 14.29 7.33 16.07 43.29 8.77 11.03 10.11 14.59
Canada Inflation Adjusted Return 12.65 7.33 14.61 39.86 5.00 8.12 7.81 10.73
Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
The live monthly return is calculated by assuming, for each asset, the weight defined by the base asset allocation.
Canada Inflation is updated to Mar 2026. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.45% , 5Y: 3.60% , 10Y: 2.70% , 30Y: 2.14%

Investment Metrics as of Apr 30, 2026

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • dividend reinvestment, when applicable.
  • for non-CAD assets, the adjustment for actual currency exchange rates.
  • the actual Canada Inflation rates.
ISHARES S&P SMALL-CAP 600 VALUE (IJS) TO CAD ETF
Advanced Metrics
1 August 1953 - 30 April 2026 (~73 years)
Swipe left to see all data
Metrics as of Apr 30, 2026
YTD
(4M) 		1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~73Y)
Investment Return (%)
14.29 7.33 8.57 16.07 43.29 14.53 8.77 11.03 9.29 10.11 14.59
Growth of 1$ 1.14 1.07 1.09 1.16 1.43 1.50 1.52 2.85 5.91 17.99 20.0K
Infl. Adjusted Return (%)
12.65 7.33 7.01 14.61 39.86 11.96 5.00 8.12 6.98 7.81 10.73
Canada Inflation (%) 1.45 0.00 1.45 1.27 2.45 2.29 3.60 2.70 2.16 2.14 3.48
Pending updates, the monthly inflation of Apr 2026 and beyond is set at 0%. Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
 Current 1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) 0.00 -1.59 -22.44 -22.44 -35.64 -47.10 -47.10 -47.10
Start to Recovery (# months)
2 14 14 29 72 72 72
Start (yyyy mm) 2025 12 2024 12 2024 12 2018 09 2007 02 2007 02 2007 02
Start to Bottom (# months) 1 5 5 19 25 25 25
Bottom (yyyy mm) 2025 12 2025 04 2025 04 2020 03 2009 02 2009 02 2009 02
Bottom to End (# months) 1 9 9 10 47 47 47
End (yyyy mm) 2026 01 2026 01 2026 01 2021 01 2013 01 2013 01 2013 01
Longest Drawdown Depth (%)
same
same
same
same
same
same		 -43.12
Start to Recovery (# months)
86
Start (yyyy mm) 2025 12 2024 12 2024 12 2018 09 2007 02 2007 02 1968 12
Start to Bottom (# months) 1 5 5 19 25 25 70
Bottom (yyyy mm) 2025 12 2025 04 2025 04 2020 03 2009 02 2009 02 1974 09
Bottom to End (# months) 1 9 9 10 47 47 16
End (yyyy mm) 2026 01 2026 01 2026 01 2021 01 2013 01 2013 01 1976 01
Longest negative period (# months)
1 21 30 47 75 114 114
Start (yyyy mm) 2025 12 2023 08 2021 05 2016 12 2006 05 2002 04 2002 04
End (yyyy mm) 2025 12 2025 04 2023 10 2020 10 2012 07 2011 09 2011 09
Annualized Return (%) -17.53 -1.61 -1.67 -0.33 -0.01 -0.68 -0.68
Adjusting for units held makes the drawdown reflect real performance, just like in the no-cash-flow case.
Deepest Drawdown Depth (%) 0.00 -2.47 -23.20 -23.20 -36.77 -49.15 -49.15 -60.41
Start to Recovery (# months)
2 14 14 30 76 76 112
Start (yyyy mm) 2026 03 2024 12 2024 12 2018 09 2007 02 2007 02 1968 12
Start to Bottom (# months) 1 5 5 19 25 25 73
Bottom (yyyy mm) 2026 03 2025 04 2025 04 2020 03 2009 02 2009 02 1974 12
Bottom to End (# months) 1 9 9 11 51 51 39
End (yyyy mm) 2026 04 2026 01 2026 01 2021 02 2013 05 2013 05 1978 03
Longest Drawdown Depth (%) -0.18
same		 -17.99 -17.99
same
same
same
Start to Recovery (# months)
2 31 31
Start (yyyy mm) 2025 10 2024 12 2022 01 2022 01 2007 02 2007 02 1968 12
Start to Bottom (# months) 1 5 22 22 25 25 73
Bottom (yyyy mm) 2025 10 2025 04 2023 10 2023 10 2009 02 2009 02 1974 12
Bottom to End (# months) 1 9 9 9 51 51 39
End (yyyy mm) 2025 11 2026 01 2024 07 2024 07 2013 05 2013 05 1978 03
Longest negative period (# months)
2 22 50 64 80 139 139
Start (yyyy mm) 2026 02 2023 07 2021 05 2018 07 2006 05 1998 05 1998 05
End (yyyy mm) 2026 03 2025 04 2025 06 2023 10 2012 12 2009 11 2009 11
Annualized Return (%) -1.77 -0.67 -0.50 -0.16 -0.20 0.00 0.00
Adjusting for units held makes the drawdown reflect real performance, just like in the no-cash-flow case.
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 9.98 18.82 18.22 19.52 17.74 17.15 16.40
Sharpe Ratio 3.94 0.52 0.30 0.46 0.44 0.46 0.64
Sortino Ratio 5.41 0.74 0.44 0.63 0.60 0.62 0.86
Ulcer Index 0.62 7.50 7.16 9.69 14.44 13.60 11.99
Ratio: Return / Standard Deviation 4.34 0.77 0.48 0.57 0.52 0.59 0.89
Ratio: Return / Deepest Drawdown 27.17 0.65 0.39 0.31 0.20 0.21 0.31
Positive Months (%)
83.33 61.11 58.33 60.83 60.83 62.22 65.17
Positive Months 10 22 35 73 146 224 569
Negative Months 2 14 25 47 94 136 304
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
 1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 11.03 17.68 17.68 33.65
Worst 10 Years Return (%) - Annualized 7.58 1.23 1.23
Best 10 Years Return (%) - Annualized 8.12 15.73 15.73 23.38
Worst 10 Years Return (%) - Annualized 4.84 -0.83 -1.09
TIMEFRAMES
Inflation Adjusted:
Inflation Adjusted:
 1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
··· As of Apr 2026 - Over the previous 30Y
Best Rolling Return (%) - Annualized 82.36 28.47 23.71 17.68 10.52 10.11
Worst Rolling Return (%) - Annualized -34.25 -15.42 -6.76 1.23 7.04
Positive Periods (%) 76.5 85.8 86.3 100.0 100.0 100.0
Best Rolling Return (%) - Annualized 78.44 26.49 21.71 15.73 8.53 7.81
Worst Rolling Return (%) - Annualized -36.93 -16.78 -8.51 -0.83 5.10
Positive Periods (%) 71.3 82.4 83.0 96.6 100.0 100.0
95% VaR - Value at Risk (%) - Cumulative
7.21 11.32 14.37 19.65 21.42 10.87 0.00 0.00
95% CVaR - Conditional Value at Risk (%) 9.27 14.87 19.40 25.39 28.49 17.35 0.00 0.00
99% VaR - Value at Risk (%) - Cumulative
10.59 17.16 22.63 27.93 32.19 23.29 0.00 0.00
99% CVaR - Conditional Value at Risk (%) 12.73 20.88 27.89 32.96 39.15 27.18 0.00 0.00
Short term VaRs: analytical | 1+ year VaRs: historical data
Safe Withdrawal Rate (%) 75.08 23.87 14.48 8.37 5.73 8.59
Perpetual Withdrawal Rate (%) --- --- --- --- 3.71 7.69
% based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com
··· All available data (Aug 1953 - Apr 2026)
Best Rolling Return (%) - Annualized 90.79 45.27 40.05 33.65 24.53 20.92
Worst Rolling Return (%) - Annualized -34.25 -15.42 -6.88 1.23 7.04 9.74
Positive Periods (%) 78.8 89.7 92.2 100.0 100.0 100.0
Best Rolling Return (%) - Annualized 80.98 36.77 28.94 23.38 17.63 15.64
Worst Rolling Return (%) - Annualized -39.93 -20.21 -12.26 -1.09 5.10 7.46
Positive Periods (%) 74.7 84.6 87.2 98.2 100.0 100.0
95% VaR - Value at Risk (%) - Cumulative
6.53 9.72 11.55 17.81 12.26 8.16 0.00 0.00 0.00
95% CVaR - Conditional Value at Risk (%) 8.50 13.13 16.36 24.00 23.32 17.77 0.00 0.00 0.00
99% VaR - Value at Risk (%) - Cumulative
9.76 15.31 19.45 27.23 29.18 25.68 0.00 0.00 0.00
99% CVaR - Conditional Value at Risk (%) 11.81 18.86 24.47 30.54 33.93 28.32 0.00 0.00 0.00
Short term VaRs: analytical | 1+ year VaRs: historical data
Safe Withdrawal Rate (%) 75.08 22.66 14.48 7.07 5.42 5.07
Perpetual Withdrawal Rate (%) --- --- --- --- 3.71 4.83
% based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: the annualized geometric mean return of the portfolio. When cashflows are involved, it is calculated using the Money-Weighted Rate of Return (MWRR), based on the Modified Dietz formula.
  • 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. When cashflows are involved, portfolio values are normalized by the invested capital (i.e. owned quotes) at each time step: this isolates the effect of market performance from capital contributions, avoiding misleading drawdowns caused by large inflows that artificially lift portfolio value and, as a result, the drawdowns match the ones without cash flows.
  • 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.
  • Value at Risk (VaR): it's an evaluation of a cumulative worst-case loss (in absolute value), associated with a probability (95%-99%) and a time horizon. For short term, it's calculated based on the expected return and standard deviation, assuming a normal distribution of monthly returns. For long term is retrieved by the historical rolling return data.
  • Conditional Value at Risk (CVaR): it represents the average expected loss if that worst-case threshold (95%-99%) is ever crossed.
  • 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.
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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 S&P SMALL-CAP 600 VALUE (IJS) TO CAD ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
1 May 1996 - 30 April 2026 (30 Years)
1 August 1953 - 30 April 2026 (~73 years)
30 Years
(1996/05 - 2026/04)
All Data
(1953/08 - 2026/04)
Inflation Adjusted:

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Rolling Returns

For a detailed rolling return analysis, click here
iShares S&P Small-Cap 600 Value (IJS) to CAD ETF: Rolling Returns

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 S&P SMALL-CAP 600 VALUE (IJS) TO CAD ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
1 May 1996 - 30 April 2026 (30 Years)
1 August 1953 - 30 April 2026 (~73 years)
30 Years
(1996/05 - 2026/04)
All Data
(1953/08 - 2026/04)
Inflation Adjusted:

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The values shown for the rolling periods represent key statistical points: the minimum, maximum, median, and the 15th and 85th percentiles. These percentiles give insight into the distribution of the data, indicating the range within which the central 70% of the values lie, while the median represents the middle value.

Seasonality

In which months is it better to invest in iShares S&P Small-Cap 600 Value (IJS) to CAD ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past. They are retrieved considering the time period from August 1953 to April 2026.

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For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares S&P Small-Cap 600 Value (IJS) to CAD ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES S&P SMALL-CAP 600 VALUE (IJS) TO CAD ETF
Monthly Returns Distribution
1 May 1996 - 30 April 2026 (30 Years)
1 August 1953 - 30 April 2026 (~73 years)
224 Positive Months (62%) - 136 Negative Months (38%)
569 Positive Months (65%) - 304 Negative Months (35%)
30 Years
(1996/05 - 2026/04)
All Data
(1953/08 - 2026/04)

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Methodology

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.

For non-CAD assets, returns are calculated based on the performance of the original asset, adjusted for actual currency exchange rates.

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Mastering ETF Investing
A practical guide to build wealth with Lazy Portfolios and passive investing
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