Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJS (iShares S&P Small-Cap 600 Value ETF) | -19.21% | -6.45% | -3.02% | 13.15% | 5.03% | 7.56% | 6.87% | 8.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJS (iShares S&P Small-Cap 600 Value ETF) | 07/28/2000 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/28/2000.
AR inception is since 07/28/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | -6.45 | -3.02 | 13.15 | 5.03 | 7.56 | 6.87 | 8.04 | -19.21 | 7.33 | 14.68 | -11.34 | 30.53 | 2.63 | 23.03 | -13.50 | 10.51 | 30.33 | -7.60 | 6.78 | 38.43 | 17.11 | -2.30 | 23.92 | 21.22 | -29.97 | -6.34 | 18.65 | 5.35 | 21.50 | 38.59 | -14.58 | 11.05 | 15.06 |
| Sharpe Ratio | NA | -67.80 | -30.16 | 34.27 | 14.33 | NA | NA | 26.74 | -187.19 | 3.59 | 48.59 | -53.28 | 132.70 | 5.34 | 126.63 | -85.91 | 77.45 | 165.33 | -48.10 | 48.22 | 275.32 | 99.89 | -7.24 | 96.33 | 57.04 | -66.12 | -44.16 | 90.84 | 20.91 | 126.22 | 204.00 | -62.53 | 41.67 | 170.95 |
| Standard Deviation(%) | NA | 23.82 | 23.26 | 25.53 | 23.53 | NA | NA | 24.08 | 30.98 | 20.61 | 21.65 | 23.97 | 22.99 | 44.70 | 17.08 | 17.31 | 12.81 | 18.22 | 15.87 | 14.02 | 13.94 | 17.23 | 32.22 | 24.74 | 37.03 | 46.56 | 21.21 | 17.01 | 15.20 | 16.29 | 18.58 | 25.09 | 21.30 | 20.42 |
| Draw Down(%) | NA | 28.90 | 28.90 | 28.90 | 48.35 | NA | NA | 60.70 | 25.56 | 8.87 | 21.89 | 22.19 | 12.72 | 45.48 | 11.71 | 28.07 | 7.29 | 11.39 | 14.83 | 11.28 | 5.12 | 13.55 | 27.01 | 21.78 | 35.01 | 48.05 | 17.77 | 13.67 | 10.47 | 9.53 | 16.29 | 36.61 | 22.01 | 9.22 |
| Yield(%) | 0.00 | 1.65 | 1.47 | 1.46 | 1.08 | 1.59 | 0.83 | 1.22 | 0.00 | 1.88 | 1.60 | 1.26 | 1.98 | 1.01 | 1.00 | 0.74 | 0.77 | 0.80 | 0.73 | 0.75 | 0.79 | 1.06 | 0.63 | 0.69 | 0.95 | 0.68 | 0.82 | 0.66 | 0.27 | 0.33 | 0.32 | 0.20 | 0.20 | 0.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJS (iShares S&P Small-Cap 600 Value ETF) |
-18.86%
Feb 2006 - Feb 2009 |
-6.57%
Feb 2004 - Feb 2009 |
4.69%
Jan 2006 - Jan 2016 |
4.38%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJS (iShares S&P Small-Cap 600 Value ETF) |
30.20%
Mar 2003 - Mar 2006 |
26.26%
Feb 2009 - Feb 2014 |
16.40%
Feb 2009 - Feb 2019 |
13.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart