Find A Portfolio/Ticker
Comparison Box
IJT: iShares S&P Small-Cap 600 Growth (ETF)
Basic Info 124.38 0.96(0.77%) January 21
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.63% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/20/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 8.9 | 26.3 | 12.7 | 17.9 | 14.2 | 10.9 | 10.5 | 19.1 | 21.0 | -4.4 | 14.5 | 22.1 | 2.7 | 4.0 | 42.3 | 14.5 | 3.3 | 28.2 | 28.8 | 33.6 | 5.9 | 10.9 | 9.6 | 21.6 | 37.7 | -14.7 | -1.7 | 2.5 |
| SR | NA | 19.25 | 0.58 | 0.4 | 0.7 | 0.61 | NA | 0.15 | 0.43 | 1.25 | -0.31 | 1.12 | 1.25 | 0.17 | 0.24 | 2.93 | 0.96 | 0.11 | 1.25 | 0.92 | 0.41 | 0.16 | 0.48 | 0.47 | 1.23 | 2.11 | -0.61 | -0.16 | 0.0 |
| DD(%) | NA | 1.8 | 40.2 | 42.0 | 42.0 | 42.0 | NA | 67.3 | 40.2 | 9.1 | 27.2 | 6.2 | 13.3 | 12.1 | 12.4 | 5.4 | 10.6 | 26.5 | 16.6 | 31.7 | 47.8 | 12.8 | 14.1 | 11.0 | 12.7 | 12.8 | 31.0 | 25.6 | 58.6 |
| SD(%) | NA | 27.7 | 44.1 | 29.1 | 24.3 | 22.1 | NA | 61.8 | 43.7 | 15.6 | 18.7 | 12.4 | 17.4 | 16.1 | 16.4 | 14.4 | 15.1 | 30.5 | 22.5 | 31.3 | 78.4 | 18.3 | 15.9 | 15.8 | 16.8 | 17.6 | 25.8 | 25.6 | 400.0 |
| TR | NA | 5.15 | 0.24 | 0.11 | 0.17 | 0.14 | NA | 0.1 | 0.17 | 0.21 | -0.06 | 0.13 | 0.23 | 0.03 | 0.04 | 0.44 | 0.17 | 0.03 | 0.3 | 0.3 | 0.4 | 0.03 | 0.08 | 0.07 | 0.24 | 0.43 | -0.16 | -0.04 | -0.39 |
| Alpha(%) | NA | 0.21 | -0.04 | -0.02 | -0.01 | 0.0 | NA | 0.07 | -0.05 | -0.03 | 0.0 | -0.03 | 0.04 | 0.02 | 0.0 | 0.02 | 0.0 | 0.02 | 0.0 | -0.03 | 0.39 | -0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 3.28 |
| Beta(%) | NA | 1.03 | 1.09 | 1.04 | 1.03 | 0.99 | NA | 0.92 | 1.09 | 0.93 | 0.93 | 1.1 | 0.95 | 0.98 | 1.01 | 0.97 | 0.86 | 0.94 | 0.93 | 0.94 | 0.82 | 0.97 | 0.91 | 1.02 | 0.87 | 0.85 | 1.01 | 0.98 | -0.05 |
| RS | NA | 0.68 | 0.89 | 0.89 | 0.89 | 0.91 | NA | 0.1 | 0.89 | 0.88 | 0.92 | 0.84 | 0.91 | 0.94 | 0.93 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 | 0.12 | 0.94 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 0.94 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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 Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- NESGX (Needham Small Cap Growth) 0.60% (100%)
- WMICX (Wasatch Micro Cap) 0.61% (100%)
- CSGYX (Columbia Small Cap Growth I Y) 0.40% (100%)
- NSNRX (Neuberger Berman Small Cap Growth R3) 0.56% (99%)
- APHSX (Artisan Small Cap Institutional) 0.41% (99%)
- WAMCX (Wasatch Ultra Growth) 0.20% (99%)
- LADFX (Lord Abbett Developing Growth F) 0.41% (98%)
- AGOZX (Alger Growth Opportunities Z) 0.47% (97%)
- ASCZX (Alger Small Cap Growth Z) 0.23% (97%)
- LMIYX (Lord Abbett Micro Cap Growth I) 0.28% (96%)
Best ETFs
- JKK (iShares Morningstar Small-Cap Growth) 0.53% (64%)
- VBK (Vanguard Small-Cap Growth ETF) 0.43% (55%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.72% (49%)
- IWO (iShares Russell 2000 Growth) 0.81% (41%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 0.76% (40%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.88% (26%)
- IJT (iShares S&P Small-Cap 600 Growth) 0.77% (22%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 0.77% (10%)
Latest Articles Related to IJT
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments