Performance analysis of IJR (ISHARES CORE S&P SMALL-CAP ETF)
Annual Return
Over the past 3 years, IJR has had an average annual return of +13.93%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IJR has had an average annual return of +7.49%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IJR has had an average annual return of +10.79%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 26, 2000, IJR has had an average annual return of +10.16%, outperforming the benchmark SPY, which returned +8.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.29% | +5.89% | +8.64% | +16.07% | -16.19% | +26.59% | +11.28% | +22.82% | -8.49% | +13.15% | +26.61% | -2.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.85% | +41.32% | +16.30% | +0.79% | +26.60% | +25.88% | -31.51% | -0.48% | +15.09% | +7.53% | +22.41% | +38.51% |
| 2002 | 2001 | 2000 | |||||||||
| -14.31% | +6.42% | +14.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.70% | +2.10% | -4.01% | +10.29% | +1.14% | +7.28% | -2.16% | +21.29% | |||||
| 2025 | +2.80% | -5.61% | -6.17% | -4.25% | +5.23% | +4.10% | +0.91% | +7.04% | +1.05% | -0.87% | +2.61% | -0.11% | +5.89% |
| 2024 | -3.93% | +3.22% | +3.26% | -5.55% | +5.04% | -2.37% | +10.95% | -1.56% | +0.84% | -2.60% | +11.07% | -8.08% | +8.64% |
| 2023 | +9.51% | -1.21% | -5.22% | -2.79% | -1.67% | +8.19% | +5.53% | -4.16% | -5.94% | -5.77% | +8.27% | +12.78% | +16.07% |
| 2022 | -7.21% | +1.37% | +0.31% | -7.84% | +1.87% | -8.48% | +9.93% | -4.32% | -9.83% | +12.31% | +4% | -6.68% | -16.19% |
| 2021 | +6.17% | +7.71% | +3.53% | +1.85% | +2.09% | +0.34% | -2.41% | +1.91% | -2.39% | +3.54% | -2.43% | +4.50% | +26.59% |
| 2020 | -4.02% | -9.55% | -22.55% | +12.90% | +4.40% | +3.61% | +4.28% | +3.87% | -4.65% | +2.55% | +18.22% | +8.24% | +11.28% |
| 2019 | +10.63% | +4.34% | -3.26% | +3.86% | -8.69% | +7.34% | +1.19% | -4.58% | +3.37% | +2.03% | +3.01% | +3% | +22.82% |
| 2018 | +2.51% | -3.81% | +1.99% | +1.05% | +6.45% | +1.04% | +3.24% | +4.82% | -3.08% | -10.53% | +1.60% | -12.19% | -8.49% |
| 2017 | -0.58% | +1.61% | -0.10% | +0.91% | -2.09% | +2.91% | +1% | -2.46% | +7.79% | +0.86% | +3.50% | -0.52% | +13.15% |
Drawdown analysis of IJR (ISHARES CORE S&P SMALL-CAP ETF)
The maximum drawdown for the IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current IJR drawdown is -2.16%.
Since May 26, 2000 IJR 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: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.15% | Jul 19, 2007 | 412 | Mar 9, 2009 | 484 | Feb 7, 2011 | 896 |
| -44.35% | Aug 31, 2018 | 390 | Mar 23, 2020 | 172 | Nov 24, 2020 | 562 |
| -33.58% | Apr 16, 2002 | 123 | Oct 9, 2002 | 255 | Oct 14, 2003 | 378 |
| -28.01% | Nov 25, 2024 | 90 | Apr 8, 2025 | 171 | Dec 11, 2025 | 261 |
| -26.58% | Jul 7, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -26.46% | Nov 8, 2021 | 221 | Sep 26, 2022 | 452 | Jul 16, 2024 | 673 |
| -23.78% | May 22, 2001 | 81 | Sep 21, 2001 | 72 | Jan 4, 2002 | 153 |
| -20.00% | Jun 23, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
| -16.87% | Feb 15, 2001 | 33 | Apr 4, 2001 | 32 | May 21, 2001 | 65 |
| -13.83% | May 9, 2006 | 51 | Jul 21, 2006 | 87 | Nov 22, 2006 | 138 |
| -12.83% | Sep 7, 2000 | 59 | Nov 30, 2000 | 35 | Jan 23, 2001 | 94 |
| -11.83% | Mar 26, 2012 | 48 | Jun 4, 2012 | 66 | Sep 6, 2012 | 114 |
| -11.63% | Jul 3, 2014 | 70 | Oct 13, 2014 | 49 | Dec 22, 2014 | 119 |
| -11.07% | Jun 30, 2004 | 31 | Aug 13, 2004 | 34 | Oct 1, 2004 | 65 |
| -10.66% | Mar 7, 2005 | 37 | Apr 28, 2005 | 34 | Jun 16, 2005 | 71 |
| -10.41% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -9.84% | Jun 8, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -9.73% | Apr 5, 2004 | 29 | May 17, 2004 | 29 | Jun 29, 2004 | 58 |
| -9.44% | Mar 12, 2021 | 8 | Mar 24, 2021 | 47 | Jun 1, 2021 | 55 |
| -9.02% | Jul 31, 2024 | 3 | Aug 5, 2024 | 51 | Oct 16, 2024 | 54 |
| -8.77% | Apr 29, 2011 | 30 | Jun 13, 2011 | 17 | Jul 7, 2011 | 47 |
| -8.76% | Jul 17, 2000 | 9 | Jul 28, 2000 | 24 | Aug 31, 2000 | 33 |
| -8.76% | Aug 2, 2005 | 50 | Oct 12, 2005 | 29 | Nov 22, 2005 | 79 |
| -8.72% | Jan 26, 2018 | 9 | Feb 8, 2018 | 47 | Apr 18, 2018 | 56 |
| -8.69% | Feb 10, 2026 | 27 | Mar 20, 2026 | 16 | Apr 14, 2026 | 43 |