Performance analysis of ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF)
Annual Return
Over the past 3 years, ISCB has had an average annual return of +16.71%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ISCB has had an average annual return of +5.94%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ISCB has had an average annual return of +9.38%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 2, 2004, ISCB has had an average annual return of +8.82%, underperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.19% | +12.46% | +10.91% | +19.52% | -19.04% | +17.46% | +6.28% | +29.42% | -13.91% | +12.95% | +23.69% | -6.09% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +8.54% | +37.01% | +15.89% | -5.04% | +27.70% | +39.77% | -36.23% | -5.68% | +21.04% | +6.08% | +14.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.04% | +1.95% | -5.35% | +8.61% | +2.36% | +0.51% | +12.19% | ||||||
| 2025 | +3.88% | -4.82% | -6.32% | -2.05% | +5.56% | +4.38% | +1.89% | +5.51% | +1.61% | +0.92% | +1.79% | +0.27% | +12.46% |
| 2024 | -3.52% | +4.78% | +4% | -6.78% | +4.41% | -1.25% | +8.17% | -0.63% | +1.74% | -0.83% | +9.96% | -7.96% | +10.91% |
| 2023 | +10.75% | -1.40% | -4.41% | -2.07% | -1.22% | +8.79% | +5.73% | -4.45% | -5.79% | -6.73% | +9.73% | +11.70% | +19.52% |
| 2022 | -8.52% | +1.03% | +1.51% | -9.07% | +0.31% | -9.14% | +10.64% | -2.76% | -9.83% | +10.53% | +3.07% | -5.80% | -19.04% |
| 2021 | +2.61% | +8.51% | +2.94% | +3.33% | +0.43% | +0.44% | -3.30% | +2.17% | -2.85% | +4.16% | -4.37% | +2.85% | +17.46% |
| 2020 | -3.06% | -10.13% | -23.40% | +13.67% | +5.22% | +1.37% | +2.82% | +4.73% | -3.40% | +1.56% | +17.24% | +6.04% | +6.28% |
| 2019 | +12.17% | +4.11% | -1.64% | +3.77% | -7.53% | +7.81% | +1.11% | -3.82% | +3.46% | +2.91% | +2.82% | +2.32% | +29.42% |
| 2018 | +1.87% | -5.03% | +0.46% | +1.06% | +4.51% | +0.57% | +1.70% | +2.44% | -2.85% | -8.09% | +1.39% | -11.59% | -13.91% |
| 2017 | +0.47% | +1.95% | +0.02% | +0.97% | -2.35% | +3.01% | +0.22% | -2.07% | +5.51% | +0.09% | +4.07% | +0.65% | +12.95% |
Drawdown analysis of ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF)
The maximum drawdown for the ISCB was -61.24%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
Since Jul 2, 2004 ISCB 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: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.24% | Jul 13, 2007 | 416 | Mar 9, 2009 | 469 | Jan 18, 2011 | 885 |
| -44.18% | Jan 16, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -30.49% | Apr 29, 2011 | 108 | Oct 3, 2011 | 313 | Jan 2, 2013 | 421 |
| -29.93% | Nov 8, 2021 | 221 | Sep 26, 2022 | 515 | Oct 14, 2024 | 736 |
| -26.22% | Nov 25, 2024 | 90 | Apr 8, 2025 | 107 | Sep 11, 2025 | 197 |
| -24.32% | Aug 31, 2018 | 78 | Dec 24, 2018 | 217 | Nov 4, 2019 | 295 |
| -22.30% | Jun 23, 2015 | 161 | Feb 11, 2016 | 128 | Aug 15, 2016 | 289 |
| -13.70% | May 5, 2006 | 53 | Jul 21, 2006 | 68 | Oct 26, 2006 | 121 |
| -11.95% | Jul 1, 2014 | 72 | Oct 13, 2014 | 50 | Dec 23, 2014 | 122 |
| -10.82% | Mar 4, 2005 | 38 | Apr 28, 2005 | 35 | Jun 17, 2005 | 73 |
| -9.58% | Jun 8, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -9.40% | Feb 10, 2026 | 33 | Mar 30, 2026 | 13 | Apr 17, 2026 | 46 |
| -9.00% | Jul 2, 2004 | 29 | Aug 13, 2004 | 20 | Sep 13, 2004 | 49 |
| -8.79% | Aug 2, 2005 | 61 | Oct 27, 2005 | 18 | Nov 22, 2005 | 79 |
| -8.74% | Jan 23, 2018 | 47 | Apr 2, 2018 | 45 | Jun 5, 2018 | 92 |
| -8.54% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.95% | Mar 15, 2021 | 7 | Mar 24, 2021 | 47 | Jun 1, 2021 | 54 |
| -7.28% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -7.18% | Sep 7, 2016 | 42 | Nov 4, 2016 | 5 | Nov 11, 2016 | 47 |
| -6.68% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -6.31% | Dec 30, 2004 | 16 | Jan 24, 2005 | 25 | Mar 1, 2005 | 41 |
| -6.24% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.13% | Apr 2, 2014 | 7 | Apr 11, 2014 | 38 | Jun 6, 2014 | 45 |
| -6.03% | Feb 17, 2011 | 18 | Mar 16, 2011 | 10 | Mar 30, 2011 | 28 |
| -5.69% | Jul 25, 2017 | 19 | Aug 21, 2017 | 25 | Sep 26, 2017 | 44 |