Find A Portfolio/Ticker
Comparison Box
IJH: iShares Core S&P Mid-Cap (ETF)
Basic Info 271.36 1.97(0.73%) April 16
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 18.4 | 83.2 | 14.4 | 14.9 | 12.4 | 10.2 | 10.6 | 13.6 | 26.1 | -11.2 | 16.3 | 20.7 | -2.3 | 9.7 | 33.5 | 17.8 | -2.2 | 26.7 | 37.8 | -36.2 | 7.3 | 9.7 | 13.3 | 17.2 | 36.8 | -13.6 | -0.4 | 14.7 |
| SR | NA | 3.81 | 3.32 | 0.5 | 0.63 | 0.58 | NA | 0.44 | 0.32 | 1.71 | -0.77 | 1.61 | 1.29 | -0.16 | 0.75 | 2.52 | 1.18 | -0.08 | 1.27 | 1.19 | -0.88 | 0.25 | 0.46 | 0.88 | 1.21 | 2.26 | -0.57 | -0.12 | 0.94 |
| DD(%) | NA | 6.2 | 11.5 | 42.2 | 42.2 | 42.2 | NA | 55.1 | 42.2 | 8.5 | 23.1 | 5.5 | 11.2 | 12.6 | 10.6 | 7.3 | 11.2 | 26.2 | 17.2 | 27.2 | 53.1 | 11.2 | 12.9 | 7.7 | 10.5 | 13.4 | 31.6 | 25.4 | 11.8 |
| SD(%) | NA | 21.1 | 25.1 | 27.3 | 22.7 | 20.5 | NA | 22.0 | 41.7 | 14.5 | 16.2 | 9.7 | 15.8 | 14.9 | 12.8 | 13.3 | 15.2 | 28.4 | 20.9 | 31.7 | 42.0 | 17.1 | 14.1 | 12.6 | 13.4 | 16.0 | 25.7 | 23.0 | 23.1 |
| TR | NA | 0.73 | 0.73 | 0.12 | 0.13 | 0.11 | NA | 0.1 | 0.12 | 0.23 | -0.13 | 0.13 | 0.2 | -0.02 | 0.1 | 0.32 | 0.18 | -0.02 | 0.28 | 0.39 | -0.4 | 0.04 | 0.06 | 0.11 | 0.16 | 0.38 | -0.15 | -0.03 | 0.28 |
| Alpha(%) | NA | 0.07 | 0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.06 |
| Beta(%) | NA | 1.11 | 1.14 | 1.09 | 1.08 | 1.05 | NA | 0.99 | 1.1 | 1.08 | 0.97 | 1.16 | 1.01 | 0.95 | 0.99 | 1.04 | 1.0 | 1.04 | 0.96 | 0.97 | 0.93 | 1.0 | 1.09 | 0.98 | 1.02 | 0.95 | 1.01 | 0.99 | 0.77 |
| RS | NA | 0.82 | 0.88 | 0.94 | 0.94 | 0.95 | NA | 0.95 | 0.95 | 0.91 | 0.95 | 0.88 | 0.95 | 0.95 | 0.94 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.93 | 0.9 | 0.92 | 0.94 | 0.98 | 0.96 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- HSUTX (Huntington Situs Trust) 0.19% (100%)
- VEMPX (Vanguard Extended Market Idx Instl Plus) 0.05% (99%)
- FSMAX (Fidelity Spartan Extnd Mkt Idx AdvtgInst) 0.06% (98%)
- VEXMX (Vanguard Extended Market Idx Inv) 0.05% (98%)
- USMIX (USAA Extended Market Index) 0.07% (96%)
- UMBMX (Scout Mid Cap) 0.19% (96%)
- FLVIX (Fidelity Advisor Leveraged Co Stk I) 0.17% (95%)
- TMPIX (Touchstone Mid Cap Institutional) 0.33% (95%)
- WOFNX (Wells Fargo Advantage Opportunity I) 0.13% (95%)
- FAMEX (FAM Equity-Income Inv) 0.36% (94%)
Best ETFs
- VXF (Vanguard Extended Market ETF) 0.20% (99%)
- SPHB (PowerShares S&P 500 High Beta ETF) 0.13% (98%)
- TILT (FlexShares Mstar US Mkt Factors Tilt ETF) 0.43% (93%)
- IWR (iShares Russell Mid-Cap) 0.31% (91%)
- EZM (WisdomTree MidCap Earnings ETF) 0.88% (85%)
- SCHM (Schwab US Mid-Cap ETF) 0.47% (83%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 0.60% (82%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.74% (76%)
- IJH (iShares Core S&P Mid-Cap) 0.73% (75%)
- MDY (SPDR S&P MidCap 400 ETF) 0.73% (74%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 0.23% (93%)
- FUND (Royce Focus Trust Common) 0.49% (55%)
- CUBA (Herzfeld Caribbean Basin Common) 0.98% (20%)
Latest Articles Related to IJH
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments