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IJR: iShares Core S&P Small Cap ETF (ETF)
Basic Info 113.08 0.61(0.54%) July 03
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 2.23% |
| Expenses | 0.06% |
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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 05/26/2000 |
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(%) | 3.6 | -1.2 | 8.5 | 8.5 | 12.6 | 8.5 | 11.8 | 8.6 | 9.2 | 8.6 | 16.1 | -16.2 | 26.6 | 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 |
| Sharpe Ratio | NA | -0.21 | 0.22 | 0.23 | 0.47 | 0.31 | NA | NA | 0.34 | 0.26 | 0.62 | -0.7 | 1.24 | 0.25 | 1.32 | -0.56 | 1.01 | 1.57 | -0.04 | 0.48 | 3.0 | 0.98 | -0.01 | 1.06 | 0.72 | -0.75 | -0.23 | 0.66 | 0.28 | 1.24 | 2.09 | -0.63 | 0.15 | 0.86 |
| Draw Down(%) | NA | 24.3 | 28.0 | 28.0 | 28.0 | 44.3 | NA | NA | 58.5 | 9.0 | 17.7 | 24.7 | 9.8 | 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 |
| Standard Deviation(%) | NA | 26.4 | 24.3 | 21.9 | 22.4 | 23.0 | NA | NA | 23.3 | 19.6 | 20.1 | 25.4 | 21.4 | 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 |
| Treynor Ratio | NA | -0.06 | 0.05 | 0.05 | 0.1 | 0.07 | NA | NA | 0.08 | 0.04 | 0.12 | -0.19 | 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 | 0.2 | 0.39 | -0.16 | 0.04 | 0.25 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | -0.02 | -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 | 0.99 | 1.04 | 1.02 | 1.02 | 1.01 | NA | NA | 0.98 | 1.12 | 1.05 | 0.91 | 1.06 | 1.0 | 1.07 | 1.02 | 1.18 | 1.02 | 1.0 | 1.02 | 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 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.92 | 0.91 | NA | NA | 0.94 | 0.94 | 0.95 | 0.96 | 0.86 | 0.87 | 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 |
| Yield(%) | N/A | 0.6 | 2.2 | 1.9 | 2.4 | 2.4 | 4.3 | 3.1 | N/A | 2.2 | 1.5 | 1.2 | 1.9 | 1.2 | 1.7 | 1.4 | 1.3 | 2.6 | 2.9 | 2.6 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -69.9 | 62.6 | 36.0 | 36.2 | 363.2 | N/A | N/A | N/A | 66.3 | 6.3 | -23.7 | 71.3 | -15.2 | 10.3 | 18.9 | -34.2 | -14.4 | 16.8 | 61.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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