Find A Portfolio/Ticker
Comparison Box
IJR: iShares Core S&P Small-Cap (ETF)
Basic Info 107.39 0.29(0.27%) February 03
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/30/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 1.12% |
| Expenses | 0.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/03/2023)
| 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(%) | 5.1 | 13.5 | 5.2 | 12.1 | 8.7 | 12.1 | 10.1 | 9.9 | -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 | 16.35 | 0.14 | 0.36 | 0.29 | 0.53 | NA | 0.38 | -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 | 2.8 | 20.4 | 41.6 | 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 | 18.1 | 25.0 | 31.5 | 26.7 | 21.7 | NA | 23.5 | 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 | 3.2 | 0.04 | 0.11 | 0.08 | 0.11 | NA | 0.09 | -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 | 0.07 | 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 | 0.92 | 0.91 | 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 | 0.93 | 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) 0.97% (99%)
- DFSCX (DFA US Micro Cap I) 0.27% (99%)
- IASCX (ING Small Company Port Adv) 0.98% (99%)
- RDVIX (Royce Dividend Value Invmt) 0.82% (96%)
- RMCFX (Royce Micro-Cap Svc) 0.27% (96%)
- RSEFX (Royce Special Equity Svc) 0.0% (96%)
- RTRIX (Royce Total Return Instl) 0.27% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 0.11% (92%)
- GLSIX (Aberdeen Health Sciences I/S) (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.89% (92%)
Best ETFs
- IWM (iShares Russell 2000) 0.67% (99%)
- IWC (iShares Micro-Cap) 0.14% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.41% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.26% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 1.08% (98%)
- IJR (iShares Core S&P Small-Cap) 0.27% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.61% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.47% (97%)
- VB (Vanguard Small-Cap ETF) 0.91% (96%)
- SCHA (Schwab US Small-Cap ETF) 0.75% (23%)
Best Closed End Funds
* Day change on 02/03/2023.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 >>
