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IJR: iShares Core S&P Small-Cap (ETF)
Basic Info 68.48 0.71(1.05%) September 25
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 05/30/2000 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 0.94% |
| Expenses | 0.14% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.5 | -17.7 | -12.3 | -0.3 | 6.5 | 10.5 | 7.2 | 8.4 | 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 | -0.49 | -0.31 | -0.05 | 0.24 | 0.47 | NA | 0.31 | 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 | 1.24 | 2.09 | -0.63 | 0.15 | 0.87 |
| DD(%) | NA | 42.6 | 42.6 | 44.3 | 44.3 | 44.3 | NA | 58.5 | 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 | 48.2 | 41.8 | 27.8 | 23.8 | 21.7 | NA | 23.5 | 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 | -0.23 | -0.12 | -0.01 | 0.06 | 0.1 | NA | 0.07 | 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 | -0.05 | -0.04 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -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 | 1.03 | 1.03 | 1.04 | 1.04 | 1.02 | NA | 0.98 | 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 | 0.95 | 0.95 | 0.95 | 0.95 | 0.96 | NA | 0.95 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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- VIOO (Vanguard S&P Small-Cap 600 ETF) 0.94% (68%)
- IJR (iShares Core S&P Small-Cap) 1.05% (65%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 1.46% (63%)
- IWC (iShares Micro-Cap) 1.58% (60%)
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* Day change on 09/25/2020.Latest Articles Related to IJR
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