Performance analysis of IJK (ISHARES S&P MID-CAP 400 GROWTH ETF)
Annual Return
Over the past 3 years, IJK has had an average annual return of +13.95%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IJK has had an average annual return of +7.82%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IJK has had an average annual return of +10.82%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 28, 2000, IJK has had an average annual return of +8.60%, outperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.73% | +7.29% | +15.69% | +17.42% | -19.03% | +18.68% | +22.44% | +25.96% | -10.51% | +19.64% | +14.57% | +1.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.31% | +32.56% | +17.05% | -1.34% | +30.44% | +41.12% | -37.38% | +12.73% | +5.82% | +13.23% | +13.76% | +30.32% |
| 2002 | 2001 | 2000 | |||||||||
| -19.58% | -7.89% | -2.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.94% | +5.87% | -5.52% | +8.04% | +4.93% | +3.13% | -4.78% | +15.73% | |||||
| 2025 | +3.71% | -5.55% | -6.37% | -0.37% | +6.17% | +3.45% | +2.25% | +2.24% | +0.99% | +0.22% | +1.32% | -0.29% | +7.29% |
| 2024 | -0.40% | +9.58% | +5.71% | -5.93% | +4.12% | -1.27% | +4.24% | -0.83% | +1.17% | -1.38% | +8.93% | -7.72% | +15.69% |
| 2023 | +7.16% | -0.85% | -1.18% | -0.52% | -2.83% | +8.74% | +3.79% | -2.07% | -4.89% | -4.83% | +7.59% | +7.47% | +17.42% |
| 2022 | -10.38% | +0.93% | +0.39% | -7.44% | -0.74% | -10.03% | +12.77% | -3.47% | -8.81% | +9.41% | +5.76% | -6.08% | -19.03% |
| 2021 | +1.91% | +4.10% | +2.41% | +3.97% | -1.61% | +1.05% | +0.89% | +1.38% | -4.20% | +7.58% | -3.61% | +4% | +18.68% |
| 2020 | -1.28% | -8.27% | -16.99% | +14.03% | +8.82% | +1.35% | +6.19% | +3.25% | -2.41% | +1.33% | +12.33% | +6.35% | +22.44% |
| 2019 | +9.18% | +4.56% | +0.64% | +3.25% | -6.36% | +7.11% | +1.03% | -3.02% | +1.27% | +0.95% | +3.17% | +2.45% | +25.96% |
| 2018 | +4.31% | -3.89% | +1.11% | -1.22% | +4.10% | +0.35% | +1.38% | +3.80% | -1.24% | -10.24% | +3.37% | -11.29% | -10.51% |
| 2017 | +1.92% | +3.19% | -0.17% | +1.54% | +0.49% | +1.17% | +0.77% | -1.01% | +3.42% | +3.35% | +3.71% | -0.16% | +19.64% |
Drawdown analysis of IJK (ISHARES S&P MID-CAP 400 GROWTH ETF)
The maximum drawdown for the IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 492 trading sessions.
The current IJK drawdown is -4.78%.
Since Jul 28, 2000 IJK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.47% | Jun 5, 2008 | 118 | Nov 20, 2008 | 492 | Nov 4, 2010 | 610 |
| -46.34% | Sep 1, 2000 | 525 | Oct 9, 2002 | 784 | Nov 17, 2005 | 1309 |
| -39.25% | Feb 20, 2020 | 22 | Mar 23, 2020 | 99 | Aug 12, 2020 | 121 |
| -29.23% | Nov 16, 2021 | 146 | Jun 16, 2022 | 427 | Feb 29, 2024 | 573 |
| -25.74% | Jul 7, 2011 | 61 | Oct 3, 2011 | 239 | Sep 13, 2012 | 300 |
| -25.63% | Nov 25, 2024 | 90 | Apr 8, 2025 | 171 | Dec 11, 2025 | 261 |
| -23.95% | Sep 14, 2018 | 69 | Dec 24, 2018 | 234 | Nov 27, 2019 | 303 |
| -18.46% | Aug 17, 2015 | 123 | Feb 11, 2016 | 103 | Jul 11, 2016 | 226 |
| -17.20% | Oct 9, 2007 | 104 | Mar 10, 2008 | 61 | Jun 5, 2008 | 165 |
| -13.99% | May 8, 2006 | 52 | Jul 21, 2006 | 127 | Jan 24, 2007 | 179 |
| -10.81% | Jul 3, 2014 | 70 | Oct 13, 2014 | 20 | Nov 10, 2014 | 90 |
| -10.36% | Jul 13, 2007 | 24 | Aug 16, 2007 | 35 | Oct 5, 2007 | 59 |
| -9.92% | Mar 2, 2026 | 20 | Mar 30, 2026 | 13 | Apr 17, 2026 | 33 |
| -9.77% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -9.33% | Jul 16, 2024 | 14 | Aug 5, 2024 | 49 | Oct 14, 2024 | 63 |
| -8.17% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |
| -8.10% | Sep 2, 2020 | 15 | Sep 24, 2020 | 9 | Oct 7, 2020 | 24 |
| -8.00% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -7.97% | Apr 29, 2011 | 30 | Jun 13, 2011 | 16 | Jul 6, 2011 | 46 |
| -7.87% | Sep 7, 2016 | 41 | Nov 3, 2016 | 13 | Nov 22, 2016 | 54 |
| -7.57% | Apr 26, 2021 | 12 | May 12, 2021 | 79 | Sep 2, 2021 | 91 |
| -7.48% | Feb 23, 2007 | 6 | Mar 5, 2007 | 27 | Apr 12, 2007 | 33 |
| -7.33% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |
| -7.01% | Mar 28, 2024 | 15 | Apr 19, 2024 | 58 | Jul 15, 2024 | 73 |
| -6.95% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |