Find A Portfolio/Ticker
Comparison Box
IJT: iShares S&P Small-Cap 600 Growth ETF (ETF)
Basic Info 125.37 0.35(0.28%) April 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (99%) |
Start Date: | 07/28/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.00% |
Expenses | 0.18% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/2000 |
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(%) | 2.9 | 0.4 | 17.0 | -0.1 | 7.5 | 8.9 | 13.5 | 9.6 | 9.2 | 17.1 | -21.3 | 22.4 | 19.1 | 21.0 | -4.4 | 14.5 | 22.1 | 2.7 | 4.0 | 42.3 | 14.5 | 3.3 | 28.2 | 28.8 | -33.2 | 5.9 | 10.9 | 9.6 | 21.6 | 37.7 | -14.7 | -1.7 | 2.5 |
Sharpe Ratio | NA | -0.62 | 0.55 | -0.14 | 0.21 | 0.34 | NA | NA | 0.14 | 0.69 | -0.83 | 1.08 | 0.43 | 1.25 | -0.3 | 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 | 7.0 | 14.4 | 29.2 | 40.2 | 42.0 | NA | NA | 67.3 | 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 | 17.2 | 18.0 | 21.9 | 27.2 | 22.4 | NA | NA | 58.0 | 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 | -0.12 | 0.11 | -0.04 | 0.06 | 0.08 | NA | NA | 0.09 | 0.15 | -0.28 | 0.26 | 0.17 | 0.21 | -0.06 | 0.13 | 0.23 | 0.03 | 0.04 | 0.44 | 0.17 | 0.03 | 0.3 | 0.3 | -0.36 | 0.03 | 0.08 | 0.07 | 0.24 | 0.43 | -0.16 | -0.04 | -0.37 |
Alpha | NA | -0.01 | 0.02 | 0.01 | 0.01 | 0.01 | NA | NA | 0.06 | -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 | 0.86 | 0.9 | 0.84 | 0.94 | 0.95 | NA | NA | 0.91 | 0.89 | 0.8 | 0.86 | 1.09 | 0.93 | 0.93 | 1.1 | 0.95 | 0.98 | 1.01 | 0.97 | 0.86 | 0.94 | 0.93 | 0.94 | 0.93 | 0.97 | 0.91 | 1.02 | 0.87 | 0.85 | 1.01 | 0.98 | -0.05 |
RSquared | NA | 0.86 | 0.85 | 0.86 | 0.86 | 0.87 | NA | NA | 0.11 | 0.84 | 0.92 | 0.73 | 0.89 | 0.88 | 0.92 | 0.84 | 0.91 | 0.94 | 0.93 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 0.94 | 0.0 |
Yield(%) | N/A | 0.2 | 1.1 | 0.8 | 0.7 | 1.1 | 2.6 | 2.0 | N/A | 1.2 | 0.8 | 0.8 | 0.6 | 1.1 | 0.9 | 1.0 | 1.3 | 1.2 | 0.8 | 1.0 | 1.6 | 0.7 | 1.1 | 0.5 | 0.9 | 0.5 | 0.6 | 1.2 | 0.8 | 1.1 | 0.8 | 0.2 | 1.6 |
Dividend Growth(%) | N/A | -82.7 | -3.2 | -19.8 | -13.7 | 127.4 | N/A | N/A | N/A | 8.5 | 34.5 | -22.3 | -36.4 | 18.1 | 2.1 | -5.2 | 8.5 | 49.5 | 13.1 | -28.8 | 145.8 | -23.8 | 173.9 | -61.7 | 71.4 | 2.9 | -46.9 | 77.8 | -2.7 | 27.6 | 383.3 | -90.3 | N/A |
*: 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
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.22% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.13% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 0.09% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.29% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.29% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.14% (97%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.22% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.15% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 0.82% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.51% (96%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.28% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.44% (99%)
- JKK (iShares Morningstar Small-Cap Growth ETF) (99%)
- RZG (Invesco S&P SmallCap 600® Pure Growth ETF) 0.09% (98%)
- VBK (Vanguard Small-Cap Growth Index Fund ETF Shares) 0.18% (98%)
- VTWG (Vanguard Russell 2000 Growth Index Fund ETF Shares) 0.47% (27%)
- VIOG (Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares) 0.27% (26%)
- FYC (First Trust Small Cap Growth AlphaDEX® Fund) 0.47% (24%)