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IJT: iShares S&P Small-Cap 600 Growth ETF (ETF)
Basic Info 125.23 3.06(2.50%) May 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.18% |
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Performance Analytics (As of 05/02/2025)
| 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(%) | 3.7 | -7.5 | -0.3 | 4.1 | 11.9 | 8.0 | 10.5 | 9.3 | 8.8 | 9.3 | 17.1 | -21.3 | 22.4 | 19.2 | 21.0 | -4.4 | 14.5 | 22.1 | 2.7 | 4.0 | 42.3 | 14.5 | 3.3 | 28.2 | 28.8 | -33.2 | 5.9 | 10.9 | 9.6 | 21.6 | 37.7 | -14.7 | -1.7 | 2.5 |
| Sharpe Ratio | NA | -0.8 | -0.28 | -0.01 | 0.4 | 0.27 | NA | NA | 0.13 | 0.14 | 0.69 | -0.83 | 1.08 | 0.43 | 1.25 | -0.31 | 1.12 | 1.26 | 0.17 | 0.24 | 2.93 | 0.96 | 0.11 | 1.25 | 0.92 | -0.83 | 0.16 | 0.48 | 0.47 | 1.23 | 2.11 | -0.61 | -0.16 | 0.0 |
| Draw Down(%) | NA | 23.5 | 27.6 | 27.6 | 29.2 | 42.0 | NA | NA | 67.3 | 9.9 | 14.4 | 27.6 | 9.1 | 40.2 | 9.1 | 27.2 | 6.2 | 13.3 | 12.1 | 12.4 | 5.4 | 10.6 | 26.5 | 16.6 | 31.7 | 48.5 | 12.8 | 14.1 | 11.0 | 12.7 | 12.8 | 31.0 | 25.6 | 58.6 |
| Standard Deviation(%) | NA | 29.8 | 23.8 | 22.8 | 23.3 | 23.1 | NA | NA | 57.0 | 19.3 | 18.9 | 27.5 | 20.7 | 43.7 | 15.6 | 18.7 | 12.4 | 17.4 | 16.1 | 16.4 | 14.4 | 15.1 | 30.5 | 22.5 | 31.3 | 40.9 | 18.3 | 15.9 | 15.8 | 16.8 | 17.6 | 25.8 | 25.6 | 400.0 |
| Treynor Ratio | NA | -0.27 | -0.07 | 0.0 | 0.11 | 0.07 | NA | NA | 0.08 | 0.03 | 0.15 | -0.28 | 0.26 | 0.18 | 0.21 | -0.06 | 0.13 | 0.23 | 0.03 | 0.04 | 0.44 | 0.17 | 0.03 | 0.3 | 0.3 | -0.36 | 0.03 | 0.08 | 0.07 | 0.24 | 0.43 | -0.16 | -0.04 | -0.37 |
| Alpha | NA | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.06 | -0.02 | -0.01 | 0.01 | 0.06 | -0.05 | -0.03 | 0.0 | -0.03 | 0.04 | 0.02 | 0.0 | 0.02 | 0.0 | 0.02 | 0.0 | -0.03 | 0.03 | -0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 3.28 |
| Beta | NA | 0.87 | 0.92 | 0.87 | 0.88 | 0.93 | NA | NA | 0.9 | 0.97 | 0.89 | 0.8 | 0.86 | 1.04 | 0.93 | 0.93 | 1.1 | 0.95 | 0.98 | 1.01 | 0.97 | 0.86 | 0.94 | 0.93 | 0.94 | 0.93 | 0.97 | 0.91 | 1.02 | 0.87 | 0.85 | 1.01 | 0.98 | -0.05 |
| RSquared | NA | 0.94 | 0.9 | 0.89 | 0.83 | 0.85 | NA | NA | 0.11 | 0.87 | 0.84 | 0.92 | 0.75 | 0.82 | 0.88 | 0.92 | 0.84 | 0.91 | 0.94 | 0.93 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 0.94 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.1 | 0.8 | 1.1 | 1.8 | 2.0 | N/A | 1.2 | 1.2 | 0.8 | 0.8 | 0.7 | 1.1 | 0.9 | 1.0 | 1.3 | 1.2 | 0.8 | 1.0 | 1.6 | 0.7 | 1.1 | 0.5 | 0.9 | 0.6 | 0.6 | 1.2 | 0.8 | 1.1 | 0.7 | 0.2 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 1.5 | -4.2 | -26.5 | 110.5 | N/A | N/A | N/A | 12.8 | 9.0 | 34.1 | -33.2 | -26.2 | 18.9 | 1.7 | -5.4 | 9.2 | 48.7 | 14.4 | -29.6 | 145.0 | -23.4 | 188.5 | -63.8 | 71.3 | 2.9 | -47.1 | 78.2 | -2.9 | 30.3 | 355.6 | -89.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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