Performance analysis of IJH (ISHARES CORE S&P MID-CAP ETF)
Annual Return
Over the past 3 years, IJH has had an average annual return of +13.13%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IJH has had an average annual return of +8.80%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IJH has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 26, 2000, IJH has had an average annual return of +9.84%, outperforming the benchmark SPY, which returned +8.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.08% | +7.42% | +13.93% | +16.42% | -13.10% | +24.71% | +13.58% | +26.10% | -11.18% | +16.26% | +20.73% | -2.33% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.71% | +33.46% | +17.79% | -2.18% | +26.72% | +37.82% | -36.18% | +7.30% | +9.96% | +12.88% | +16.09% | +34.95% |
| 2002 | 2001 | 2000 | |||||||||
| -14.07% | -1.24% | +13.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.05% | +4.11% | -5.32% | +7.76% | +2.51% | +3.62% | -2.83% | +14.08% | |||||
| 2025 | +3.76% | -4.28% | -5.44% | -2.47% | +5.50% | +3.62% | +1.63% | +3.38% | +0.48% | -0.51% | +2.17% | -0.02% | +7.42% |
| 2024 | -1.74% | +5.86% | +5.62% | -5.94% | +4.46% | -1.67% | +5.89% | -0.13% | +1.09% | -0.67% | +8.88% | -7.17% | +13.93% |
| 2023 | +9.26% | -1.87% | -3.16% | -0.78% | -3.22% | +9.17% | +4.18% | -2.97% | -5.22% | -5.35% | +8.50% | +8.71% | +16.42% |
| 2022 | -7.26% | +1.21% | +1.30% | -7.11% | +0.77% | -9.64% | +10.92% | -3.17% | -9.21% | +10.61% | +5.97% | -5.47% | -13.10% |
| 2021 | +1.49% | +6.85% | +4.71% | +4.41% | +0.28% | -1.12% | +0.36% | +1.99% | -4.01% | +5.92% | -3.02% | +5.12% | +24.71% |
| 2020 | -2.60% | -9.48% | -20.26% | +14.12% | +7.27% | +1.34% | +4.56% | +3.57% | -3.32% | +2.24% | +14.28% | +6.46% | +13.58% |
| 2019 | +10.29% | +4.37% | -0.55% | +3.95% | -8.00% | +7.74% | +1.03% | -4.12% | +3.15% | +1.07% | +2.97% | +2.81% | +26.10% |
| 2018 | +2.77% | -4.40% | +0.97% | -0.33% | +4.18% | +0.44% | +1.70% | +3.15% | -1.08% | -9.56% | +3.15% | -11.33% | -11.18% |
| 2017 | +1.71% | +2.54% | -0.40% | +0.80% | -0.44% | +1.59% | +0.89% | -1.53% | +3.90% | +2.27% | +3.73% | +0.26% | +16.26% |
Drawdown analysis of IJH (ISHARES CORE S&P MID-CAP ETF)
The maximum drawdown for the IJH was -55.06%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.
The current IJH drawdown is -2.83%.
Since May 26, 2000 IJH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.06% | Jun 4, 2007 | 444 | Mar 9, 2009 | 439 | Dec 2, 2010 | 883 |
| -42.18% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -31.94% | Apr 17, 2002 | 122 | Oct 9, 2002 | 254 | Oct 13, 2003 | 376 |
| -26.17% | Apr 29, 2011 | 108 | Oct 3, 2011 | 120 | Mar 26, 2012 | 228 |
| -25.63% | Sep 7, 2000 | 258 | Sep 21, 2001 | 122 | Mar 19, 2002 | 380 |
| -24.10% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -23.85% | Nov 16, 2021 | 146 | Jun 16, 2022 | 414 | Feb 9, 2024 | 560 |
| -23.13% | Aug 29, 2018 | 80 | Dec 24, 2018 | 232 | Nov 25, 2019 | 312 |
| -19.23% | Jun 23, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
| -12.63% | May 8, 2006 | 52 | Jul 21, 2006 | 87 | Nov 22, 2006 | 139 |
| -11.18% | Mar 26, 2012 | 48 | Jun 4, 2012 | 66 | Sep 6, 2012 | 114 |
| -10.71% | Apr 5, 2004 | 89 | Aug 12, 2004 | 59 | Nov 4, 2004 | 148 |
| -10.58% | Jul 1, 2014 | 72 | Oct 13, 2014 | 29 | Nov 21, 2014 | 101 |
| -9.70% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.83% | Feb 20, 2026 | 26 | Mar 30, 2026 | 13 | Apr 17, 2026 | 39 |
| -8.01% | Mar 7, 2005 | 28 | Apr 15, 2005 | 39 | Jun 10, 2005 | 67 |
| -7.92% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.70% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -7.47% | Aug 2, 2005 | 51 | Oct 13, 2005 | 25 | Nov 17, 2005 | 76 |
| -7.38% | Feb 22, 2007 | 7 | Mar 5, 2007 | 28 | Apr 13, 2007 | 35 |
| -7.28% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -7.10% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -6.96% | May 7, 2021 | 49 | Jul 19, 2021 | 29 | Aug 27, 2021 | 78 |
| -6.71% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.48% | Jul 17, 2000 | 9 | Jul 28, 2000 | 11 | Aug 14, 2000 | 20 |