Performance analysis of IJJ (ISHARES S&P MID-CAP 400 VALUE ETF)
Annual Return
Over the past 3 years, IJJ has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IJJ has had an average annual return of +9.08%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IJJ has had an average annual return of +10.35%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jul 28, 2000, IJJ has had an average annual return of +10.35%, outperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.16% | +7.27% | +11.64% | +15.25% | -7.10% | +30.45% | +3.53% | +25.67% | -12.04% | +12.05% | +26.18% | -6.71% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.85% | +34.02% | +18.30% | -2.68% | +22.56% | +34.36% | -35.16% | +2.08% | +14.54% | +11.59% | +17.94% | +40.04% |
| 2002 | 2001 | 2000 | |||||||||
| -10.46% | +7.16% | +19.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4% | +2.40% | -5.15% | +7.40% | -0.06% | +4.24% | -0.77% | +12.16% | |||||
| 2025 | +3.78% | -3.09% | -4.37% | -4.61% | +4.62% | +3.86% | +0.87% | +4.60% | -0.08% | -1.46% | +3.25% | +0.31% | +7.27% |
| 2024 | -3.20% | +1.87% | +5.52% | -6.11% | +4.78% | -2.06% | +7.78% | +0.44% | +1.24% | +0.04% | +8.86% | -6.71% | +11.64% |
| 2023 | +11.36% | -2.84% | -5.33% | -0.99% | -3.69% | +9.68% | +4.47% | -3.84% | -5.68% | -5.95% | +9.54% | +10.21% | +15.25% |
| 2022 | -4.06% | +1.34% | +2.27% | -6.74% | +2.06% | -9.21% | +9.15% | -2.83% | -9.47% | +11.45% | +6.42% | -5.05% | -7.10% |
| 2021 | +1.13% | +9.58% | +6.97% | +4.71% | +1.96% | -2.89% | -0.21% | +2.42% | -3.78% | +4.39% | -2.41% | +5.94% | +30.45% |
| 2020 | -4.14% | -10.47% | -24.40% | +14.43% | +5.28% | +0.99% | +2.74% | +3.84% | -4.36% | +3.41% | +16.59% | +6.61% | +3.53% |
| 2019 | +11.62% | +3.92% | -1.79% | +4.68% | -9.65% | +7.89% | +1.35% | -5.33% | +4.99% | +1.35% | +2.72% | +3.07% | +25.67% |
| 2018 | +1.25% | -5.04% | +0.83% | +0.60% | +4.23% | +0.43% | +2.09% | +2.53% | -0.95% | -8.89% | +2.94% | -11.39% | -12.04% |
| 2017 | +1.37% | +1.89% | -0.69% | -0.15% | -1.52% | +2.19% | +0.92% | -2.07% | +4.45% | +0.92% | +3.78% | +0.55% | +12.05% |
Drawdown analysis of IJJ (ISHARES S&P MID-CAP 400 VALUE ETF)
The maximum drawdown for the IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 483 trading sessions.
The current IJJ drawdown is -1.81%.
Since Jul 28, 2000 IJJ 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: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.01% | Jun 4, 2007 | 444 | Mar 9, 2009 | 483 | Feb 7, 2011 | 927 |
| -46.11% | Jan 16, 2020 | 45 | Mar 23, 2020 | 179 | Dec 4, 2020 | 224 |
| -32.55% | Apr 17, 2002 | 122 | Oct 9, 2002 | 250 | Oct 7, 2003 | 372 |
| -27.56% | Apr 29, 2011 | 108 | Oct 3, 2011 | 113 | Mar 15, 2012 | 221 |
| -22.84% | Aug 29, 2018 | 80 | Dec 24, 2018 | 218 | Nov 5, 2019 | 298 |
| -22.67% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -21.33% | May 22, 2001 | 81 | Sep 21, 2001 | 110 | Mar 1, 2002 | 191 |
| -21.22% | Jun 23, 2015 | 145 | Jan 20, 2016 | 120 | Jul 12, 2016 | 265 |
| -19.09% | Jan 4, 2022 | 186 | Sep 30, 2022 | 81 | Jan 27, 2023 | 267 |
| -18.74% | Feb 2, 2023 | 185 | Oct 27, 2023 | 36 | Dec 19, 2023 | 221 |
| -11.66% | Feb 15, 2001 | 32 | Apr 3, 2001 | 18 | Apr 30, 2001 | 50 |
| -11.65% | Mar 19, 2012 | 53 | Jun 4, 2012 | 66 | Sep 6, 2012 | 119 |
| -11.48% | May 8, 2006 | 52 | Jul 21, 2006 | 82 | Nov 15, 2006 | 134 |
| -10.59% | Feb 6, 2026 | 29 | Mar 20, 2026 | 50 | Jun 2, 2026 | 79 |
| -10.46% | Sep 2, 2014 | 29 | Oct 13, 2014 | 30 | Nov 24, 2014 | 59 |
| -9.74% | Jan 23, 2018 | 12 | Feb 8, 2018 | 82 | Jun 7, 2018 | 94 |
| -9.27% | Mar 5, 2004 | 111 | Aug 13, 2004 | 37 | Oct 6, 2004 | 148 |
| -9.05% | May 7, 2021 | 49 | Jul 19, 2021 | 69 | Oct 25, 2021 | 118 |
| -8.81% | Nov 15, 2021 | 11 | Dec 1, 2021 | 23 | Jan 4, 2022 | 34 |
| -8.43% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -8.15% | Sep 11, 2000 | 23 | Oct 12, 2000 | 40 | Dec 8, 2000 | 63 |
| -8.05% | Mar 7, 2005 | 37 | Apr 28, 2005 | 30 | Jun 10, 2005 | 67 |
| -7.84% | Jul 28, 2005 | 54 | Oct 13, 2005 | 27 | Nov 21, 2005 | 81 |
| -7.48% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.35% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |