Find A Portfolio/Ticker
Comparison Box
IJK: iShares S&P Mid-Cap 400 Growth ETF (ETF)
Basic Info 93.03 0.7(0.76%) July 03
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 0.80% |
| Expenses | 0.17% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 2.6 | 6.7 | 14.1 | 11.5 | 8.8 | 11.7 | 9.2 | 7.7 | 15.7 | 17.4 | -19.0 | 18.7 | 22.5 | 24.9 | -11.2 | 18.8 | 13.5 | 1.1 | 6.6 | 31.6 | 16.2 | -1.8 | 29.8 | 40.4 | -37.7 | 12.0 | 5.5 | 12.7 | 13.4 | 30.0 | -19.6 | -8.0 | -3.0 |
| Sharpe Ratio | NA | 0.08 | 0.15 | 0.53 | 0.45 | 0.35 | NA | NA | 0.29 | 0.73 | 0.85 | -0.72 | 1.04 | 0.58 | 1.7 | -0.74 | 1.93 | 0.87 | 0.07 | 0.46 | 2.28 | 1.08 | -0.06 | 1.42 | 1.35 | -0.93 | 0.54 | 0.14 | 0.82 | 0.9 | 1.72 | -0.77 | -0.37 | -0.32 |
| Draw Down(%) | NA | 23.6 | 25.6 | 25.6 | 29.2 | 39.3 | NA | NA | 54.5 | 9.3 | 12.7 | 27.2 | 8.4 | 39.3 | 7.0 | 24.3 | 5.0 | 12.1 | 11.1 | 11.0 | 8.2 | 10.8 | 25.8 | 16.7 | 24.0 | 54.5 | 10.4 | 14.0 | 8.1 | 12.6 | 12.6 | 31.8 | 29.9 | 23.5 |
| Standard Deviation(%) | NA | 27.3 | 23.2 | 20.5 | 21.0 | 21.1 | NA | NA | 22.1 | 16.5 | 16.2 | 28.6 | 17.9 | 38.4 | 13.8 | 17.1 | 9.4 | 15.3 | 14.8 | 14.2 | 13.9 | 15.1 | 28.7 | 21.0 | 29.8 | 41.2 | 16.5 | 14.9 | 12.7 | 13.7 | 17.0 | 26.9 | 28.4 | 34.6 |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.12 | 0.11 | 0.08 | NA | NA | 0.07 | 0.12 | 0.16 | -0.24 | 0.22 | 0.22 | 0.25 | -0.14 | 0.18 | 0.14 | 0.01 | 0.07 | 0.31 | 0.18 | -0.02 | 0.32 | 0.41 | -0.45 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.06 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.03 | -0.02 | -0.03 | -0.01 | 0.03 | 0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 0.93 | 0.88 | 0.92 | NA | NA | 0.93 | 0.99 | 0.86 | 0.86 | 0.86 | 0.98 | 0.93 | 0.9 | 1.04 | 0.93 | 0.91 | 1.0 | 1.02 | 0.91 | 1.0 | 0.94 | 0.99 | 0.86 | 0.92 | 1.03 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.91 | 0.88 | 0.85 | 0.86 | NA | NA | 0.7 | 0.82 | 0.79 | 0.93 | 0.75 | 0.84 | 0.88 | 0.93 | 0.82 | 0.93 | 0.94 | 0.94 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.95 | 0.93 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 0.8 | 1.2 | 0.3 | 0.4 | 0.7 | 0.6 | N/A | 0.9 | 1.3 | 0.9 | 0.6 | 0.7 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -62.6 | -13.6 | -12.4 | 9.8 | 251.8 | N/A | N/A | N/A | -19.9 | 21.1 | 73.9 | -73.0 | 142.2 | 20.3 | 7.4 | -3.9 | 16.2 | 23.9 | 9.4 | 17.5 | 73.0 | 14.9 | 19.6 | 7.2 | -37.9 | 133.3 | -29.9 | 50.3 | 12.9 | 8.2 | 337.5 | -76.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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 Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) 1.01% (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) 0.91% (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) 0.80% (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) 1.06% (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) 0.41% (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) 0.58% (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) 0.0% (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) 1.31% (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) 0.53% (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) 0.48% (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.89% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.76% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 1.29% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 1.46% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 0.81% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 1.03% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 0.49% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 0.65% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 1.00% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) 0.12% (99%)
- ASG (Liberty All Star Growth Closed Fund) 0.55% (99%)
- SOR (Source Capital Closed Fund) 0.55% (99%)
Latest Articles Related to IJK
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
