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 |
|---|---|---|---|---|---|---|---|---|
| IJT (iShares S&P Small-Cap 600 Growth ETF) | -13.61% | -4.58% | 0.22% | 11.73% | 6.97% | 9.96% | 9.01% | 8.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJT (iShares S&P Small-Cap 600 Growth 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 (%) | 7.41 | -4.58 | 0.22 | 11.73 | 6.97 | 9.96 | 9.01 | 8.78 | -13.61 | 9.33 | 17.11 | -21.32 | 22.37 | 19.21 | 20.99 | -4.39 | 14.47 | 22.07 | 2.70 | 4.01 | 42.26 | 14.47 | 3.26 | 28.24 | 28.78 | -33.20 | 5.93 | 10.86 | 9.62 | 21.62 | 37.68 | -14.74 | -1.66 | 2.50 |
| Sharpe Ratio | NA | -60.00 | -19.06 | 31.83 | 22.67 | NA | NA | 12.53 | -149.06 | 14.17 | 68.72 | -82.88 | 108.14 | 43.21 | 125.36 | -30.59 | 112.21 | 125.71 | 16.56 | 24.37 | 293.43 | 96.29 | 10.60 | 125.14 | 91.71 | -83.19 | 16.06 | 47.97 | 47.33 | 122.79 | 210.73 | -61.35 | -15.79 | 0.44 |
| Standard Deviation(%) | NA | 23.52 | 22.88 | 23.83 | 23.09 | NA | NA | 57.04 | 30.87 | 19.32 | 18.88 | 27.49 | 20.66 | 43.73 | 15.62 | 18.72 | 12.39 | 17.39 | 16.13 | 16.39 | 14.39 | 15.10 | 30.49 | 22.49 | 31.28 | 40.88 | 18.35 | 15.89 | 15.75 | 16.84 | 17.55 | 25.83 | 25.64 | 400.00 |
| Draw Down(%) | NA | 27.56 | 27.56 | 29.24 | 42.03 | NA | NA | 67.31 | 23.48 | 9.92 | 14.40 | 27.61 | 9.12 | 40.19 | 9.10 | 27.20 | 6.23 | 13.26 | 12.14 | 12.36 | 5.42 | 10.60 | 26.45 | 16.59 | 31.67 | 48.55 | 12.84 | 14.07 | 11.00 | 12.70 | 12.79 | 31.00 | 25.64 | 58.62 |
| Yield(%) | 0.00 | 0.99 | 1.02 | 0.81 | 1.02 | 1.82 | 1.99 | 2.33 | 0.00 | 1.16 | 1.19 | 0.84 | 0.77 | 0.67 | 1.10 | 0.87 | 0.97 | 1.28 | 1.16 | 0.81 | 0.96 | 1.57 | 0.65 | 1.08 | 0.48 | 0.90 | 0.55 | 0.58 | 1.23 | 0.82 | 1.12 | 0.75 | 0.17 | 1.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJT (iShares S&P Small-Cap 600 Growth ETF) |
-16.15%
Feb 2006 - Feb 2009 |
-4.43%
Feb 2004 - Feb 2009 |
3.18%
Aug 2000 - Aug 2010 |
7.57%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJT (iShares S&P Small-Cap 600 Growth ETF) |
32.12%
Feb 2009 - Feb 2012 |
28.37%
Feb 2009 - Feb 2014 |
18.92%
Feb 2009 - Feb 2019 |
15.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart