Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJH (iShares Core S&P Mid-Cap ETF) | 0.12% | 8.47% | 12.78% | 13.38% | 9.18% | 11.95% | 9.39% | 9.63% |
Data as of 06/30/2025, AR inception is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJH (iShares Core S&P Mid-Cap ETF) | 05/26/2000 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.72 | 8.47 | 12.78 | 13.38 | 9.18 | 11.95 | 9.39 | 9.63 | 0.12 | 13.92 | 16.41 | -13.11 | 24.72 | 13.60 | 26.10 | -11.19 | 16.26 | 20.73 | -2.33 | 9.71 | 33.46 | 17.79 | -2.18 | 26.72 | 37.81 | -36.18 | 7.30 | 9.67 | 13.27 | 17.18 | 36.82 | -13.57 | -0.40 | 14.73 |
| Sharpe Ratio | NA | 0.20 | 0.42 | 0.60 | 0.35 | NA | NA | 0.38 | -0.11 | 0.65 | 0.73 | -0.56 | 1.37 | 0.32 | 1.70 | -0.78 | 1.61 | 1.30 | -0.16 | 0.75 | 2.52 | 1.18 | -0.08 | 1.27 | 1.19 | -0.88 | 0.24 | 0.45 | 0.88 | 1.21 | 2.26 | -0.57 | -0.13 | 0.94 |
| Standard Deviation(%) | NA | 21.97 | 19.88 | 20.37 | 21.42 | NA | NA | 21.72 | 25.95 | 15.93 | 17.54 | 25.92 | 18.04 | 41.66 | 14.46 | 16.20 | 9.75 | 15.82 | 14.89 | 12.84 | 13.29 | 15.19 | 28.37 | 20.89 | 31.74 | 42.02 | 17.11 | 14.06 | 12.55 | 13.39 | 15.96 | 25.65 | 23.01 | 23.12 |
| Draw Down(%) | NA | 24.10 | 24.10 | 24.10 | 42.18 | NA | NA | 55.07 | 22.04 | 8.35 | 14.43 | 22.74 | 8.48 | 42.18 | 8.52 | 23.14 | 5.55 | 11.21 | 12.63 | 10.58 | 7.27 | 11.18 | 26.17 | 17.24 | 27.25 | 53.10 | 11.18 | 12.86 | 7.70 | 10.50 | 13.42 | 31.64 | 25.39 | 11.81 |
| Yield(%) | 0.00 | 1.48 | 1.13 | 1.59 | 1.86 | 3.34 | 2.95 | 3.99 | 0.57 | 0.30 | 1.68 | 1.43 | 1.48 | 1.43 | 2.02 | 1.49 | 1.36 | 1.92 | 1.50 | 1.47 | 1.65 | 1.64 | 1.22 | 1.30 | 1.69 | 1.29 | 1.36 | 1.00 | 1.63 | 1.99 | 2.72 | 1.43 | 1.61 | 1.69 |
Data as of 06/30/2025, AR inception is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJH (iShares Core S&P Mid-Cap ETF) |
-15.46%
Feb 2006 - Feb 2009 |
-4.26%
Feb 2004 - Feb 2009 |
4.54%
Aug 2000 - Aug 2010 |
6.86%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJH (iShares Core S&P Mid-Cap ETF) |
31.10%
Feb 2009 - Feb 2012 |
26.69%
Feb 2009 - Feb 2014 |
17.19%
Feb 2009 - Feb 2019 |
14.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart