Performance analysis of ISCG (iShares Morningstar Small-Cap Growth ETF)
Annual Return
Over the past 3 years, ISCG has had an average annual return of +17.03%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ISCG has had an average annual return of +5.32%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ISCG has had an average annual return of +11.38%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 7, 2004, ISCG has had an average annual return of +9.49%, underperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.92% | +12.87% | +13.36% | +23.13% | -26.75% | -1.25% | +43.41% | +27.66% | -6.91% | +24.68% | +8.79% | +0.30% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +2.58% | +42% | +14.23% | -1.13% | +31.19% | +32.73% | -40.07% | +10.92% | +9.77% | +5.28% | +11.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.62% | +2.31% | -6.67% | +10.38% | +3.67% | -0.27% | +12.92% | ||||||
| 2025 | +3.96% | -5.72% | -6.94% | -0.98% | +6.28% | +5.13% | +2.41% | +3.94% | +2.69% | +2.01% | +0.77% | -0.46% | +12.87% |
| 2024 | -3.30% | +6.63% | +2.78% | -6.29% | +4.10% | +0.24% | +6.24% | -0.25% | +1.76% | -0.35% | +10.74% | -8.09% | +13.36% |
| 2023 | +11.38% | -1.02% | -1.68% | -1.75% | +0.45% | +7.83% | +4.64% | -4.11% | -6.46% | -6.99% | +9.82% | +11.36% | +23.13% |
| 2022 | -12.33% | +0.05% | +1.59% | -11.22% | -2.40% | -7.62% | +10.96% | -2.35% | -9.12% | +8.31% | +2.32% | -5.89% | -26.75% |
| 2021 | +4.82% | -0.20% | -5.35% | +2.97% | -2.40% | +3.10% | -2.95% | +2.33% | -4.09% | +5.18% | -5.44% | +1.62% | -1.25% |
| 2020 | -0.11% | -6.11% | -16.34% | +15.28% | +10.79% | +4.17% | +5.13% | +4.13% | -1.80% | +2.71% | +13.61% | +9.51% | +43.41% |
| 2019 | +12.97% | +6.45% | -0.33% | +2.81% | -7.07% | +6.90% | +2.27% | -3.39% | -3.17% | +2.35% | +6.05% | +0.42% | +27.66% |
| 2018 | +3.16% | -1.73% | +2.07% | -0.81% | +6.41% | +1.49% | +0.72% | +7.88% | -1.36% | -12.68% | +0.91% | -11.07% | -6.91% |
| 2017 | +2.80% | +2.44% | +0.54% | +1.14% | +1.40% | +2.72% | +1.50% | -0.22% | +4.19% | +3.24% | +2.29% | +0.32% | +24.68% |
Drawdown analysis of ISCG (iShares Morningstar Small-Cap Growth ETF)
The maximum drawdown for the ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
The current ISCG drawdown is -0.93%.
Since Jul 7, 2004 ISCG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.72% | Oct 9, 2007 | 355 | Mar 9, 2009 | 469 | Jan 14, 2011 | 824 |
| -41.47% | Feb 9, 2021 | 341 | Jun 16, 2022 | 843 | Oct 27, 2025 | 1184 |
| -37.17% | Feb 19, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -28.27% | Sep 13, 2018 | 70 | Dec 24, 2018 | 264 | Jan 13, 2020 | 334 |
| -27.73% | Jun 23, 2015 | 161 | Feb 11, 2016 | 209 | Dec 8, 2016 | 370 |
| -27.37% | Jul 7, 2011 | 61 | Oct 3, 2011 | 234 | Sep 6, 2012 | 295 |
| -18.66% | May 5, 2006 | 53 | Jul 21, 2006 | 145 | Feb 20, 2007 | 198 |
| -15.25% | Jul 7, 2004 | 27 | Aug 13, 2004 | 57 | Nov 3, 2004 | 84 |
| -13.16% | Dec 29, 2004 | 83 | Apr 28, 2005 | 50 | Jul 11, 2005 | 133 |
| -12.93% | Mar 4, 2014 | 154 | Oct 10, 2014 | 80 | Feb 5, 2015 | 234 |
| -11.43% | Jan 22, 2026 | 46 | Mar 30, 2026 | 13 | Apr 17, 2026 | 59 |
| -11.10% | Sep 14, 2012 | 42 | Nov 15, 2012 | 34 | Jan 7, 2013 | 76 |
| -9.44% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -9.21% | Jul 13, 2007 | 23 | Aug 15, 2007 | 32 | Oct 1, 2007 | 55 |
| -8.65% | Feb 23, 2007 | 6 | Mar 5, 2007 | 28 | Apr 13, 2007 | 34 |
| -8.63% | Aug 2, 2005 | 50 | Oct 12, 2005 | 28 | Nov 21, 2005 | 78 |
| -8.58% | Jan 23, 2018 | 13 | Feb 9, 2018 | 17 | Mar 7, 2018 | 30 |
| -8.29% | Sep 2, 2020 | 6 | Sep 11, 2020 | 16 | Oct 5, 2020 | 22 |
| -8.19% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -7.33% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.46% | Mar 12, 2018 | 14 | Apr 2, 2018 | 27 | May 9, 2018 | 41 |
| -6.44% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -6.43% | Jul 25, 2017 | 19 | Aug 21, 2017 | 26 | Sep 27, 2017 | 45 |
| -6.02% | Mar 15, 2013 | 23 | Apr 18, 2013 | 12 | May 6, 2013 | 35 |
| -5.90% | Feb 18, 2011 | 18 | Mar 17, 2011 | 9 | Mar 30, 2011 | 27 |