Find A Portfolio/Ticker
Comparison Box
IJR: iShares Core S&P Small-Cap (ETF)
Basic Info 94.09 1.03(1.11%) May 26
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 1.59% |
| Expenses | 0.06% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -0.6 | -3.6 | 14.5 | 4.5 | 9.7 | 9.1 | 9.1 | -15.0 | 26.3 | 11.3 | 22.8 | -8.5 | 13.2 | 27.9 | -0.7 | 7.2 | 42.2 | 15.5 | -0.2 | 25.1 | 24.4 | -31.7 | -1.5 | 14.2 | 6.6 | 21.4 | 37.5 | -14.8 | 5.8 | 14.1 |
| SR | NA | -0.31 | -0.29 | 0.55 | 0.12 | 0.41 | NA | 0.34 | -0.65 | 1.23 | 0.25 | 1.32 | -0.55 | 1.01 | 1.56 | -0.04 | 0.48 | 3.0 | 0.98 | -0.01 | 1.06 | 0.72 | -0.75 | -0.23 | 0.67 | 0.29 | 1.25 | 2.09 | -0.63 | 0.15 | 0.87 |
| DD(%) | NA | 15.4 | 17.4 | 25.8 | 44.3 | 44.3 | NA | 58.5 | 24.0 | 10.0 | 42.6 | 10.1 | 27.3 | 6.7 | 12.3 | 12.8 | 11.4 | 5.3 | 11.8 | 26.8 | 19.3 | 33.3 | 48.4 | 14.4 | 14.0 | 10.9 | 11.1 | 14.1 | 33.8 | 23.9 | 12.9 |
| SD(%) | NA | 20.4 | 23.7 | 24.3 | 26.8 | 21.8 | NA | 23.4 | 25.3 | 21.5 | 43.2 | 16.2 | 17.8 | 12.5 | 17.6 | 15.8 | 15.1 | 14.1 | 15.9 | 31.1 | 23.6 | 33.9 | 43.2 | 19.9 | 16.3 | 15.4 | 16.4 | 17.6 | 25.2 | 23.4 | 23.7 |
| TR | NA | -0.06 | -0.07 | 0.13 | 0.03 | 0.09 | NA | 0.08 | -0.18 | 0.25 | 0.11 | 0.2 | -0.1 | 0.11 | 0.27 | -0.01 | 0.07 | 0.42 | 0.16 | 0.0 | 0.26 | 0.26 | -0.34 | -0.04 | 0.1 | 0.04 | 0.21 | 0.39 | -0.16 | 0.04 | 0.25 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.02 | -0.03 | -0.02 | 0.01 | -0.02 | 0.03 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.05 |
| Beta(%) | NA | 1.01 | 0.95 | 1.01 | 1.01 | 1.02 | NA | 0.98 | 0.91 | 1.06 | 1.04 | 1.07 | 1.02 | 1.18 | 1.02 | 1.0 | 1.03 | 1.0 | 0.97 | 0.98 | 0.98 | 0.94 | 0.95 | 1.05 | 1.05 | 1.03 | 1.0 | 0.95 | 0.98 | 0.97 | 0.82 |
| RS | NA | 0.94 | 0.96 | 0.9 | 0.93 | 0.93 | NA | 0.95 | 0.96 | 0.85 | 0.94 | 0.94 | 0.96 | 0.92 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.97 | 0.94 | 0.95 | 0.94 | 0.94 | 0.91 | 0.94 | 0.93 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2000
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 SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) 0.0% (99%)
- DFSCX (DFA US Micro Cap I) 0.97% (99%)
- IASCX (ING Small Company Port Adv) 0.0% (98%)
- RDVIX (Royce Dividend Value Invmt) 0.87% (96%)
- RMCFX (Royce Micro-Cap Svc) 1.79% (96%)
- RSEFX (Royce Special Equity Svc) 0.62% (95%)
- RTRIX (Royce Total Return Instl) 1.25% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 1.16% (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.0% (92%)
- SSVIX (Columbia Select Smaller Cap Value R5) 1.00% (92%)
Best ETFs
- IWM (iShares Russell 2000) 1.14% (99%)
- JKJ (iShares Morningstar Small-Cap) 1.16% (99%)
- IWC (iShares Micro-Cap) 0.91% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 1.06% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.86% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 1.04% (97%)
- IJR (iShares Core S&P Small-Cap) 1.11% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.94% (97%)
- RWJ (RevenueShares Small Cap ETF) 1.41% (96%)
- VB (Vanguard Small-Cap ETF) 1.03% (96%)
Best Closed End Funds
* Day change on 05/26/2023.Latest Articles Related to IJR
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
