Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) | -0.31% | 11.86% | 11.51% | 15.30% | 8.29% | 10.81% | 8.06% | 9.62% |
Data as of 06/30/2025, AR inception is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) | 07/28/2000 | 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 (%) | 1.24 | 11.86 | 11.51 | 15.30 | 8.29 | 10.81 | 8.06 | 9.62 | -0.31 | 11.63 | 15.24 | -7.11 | 30.45 | 3.56 | 24.54 | -12.82 | 11.15 | 25.04 | -7.52 | 10.91 | 32.94 | 17.15 | -3.53 | 21.53 | 32.74 | -35.99 | 1.24 | 13.47 | 10.65 | 17.17 | 39.22 | -11.17 | 6.49 | 19.47 |
| Sharpe Ratio | NA | 0.39 | 0.36 | 0.69 | 0.30 | NA | NA | 0.36 | -0.15 | 0.50 | 0.61 | -0.36 | 1.57 | 0.07 | 1.48 | -0.89 | 1.01 | 1.47 | -0.48 | 0.91 | 2.58 | 1.11 | -0.12 | 1.02 | 0.97 | -0.83 | -0.11 | 0.75 | 0.68 | 1.26 | 2.41 | -0.51 | 0.21 | 2.80 |
| Standard Deviation(%) | NA | 21.55 | 19.89 | 20.76 | 22.38 | NA | NA | 22.06 | 25.08 | 16.14 | 19.12 | 23.73 | 19.40 | 45.59 | 15.57 | 15.97 | 10.43 | 16.83 | 15.77 | 12.01 | 12.77 | 15.60 | 28.52 | 21.08 | 33.79 | 44.17 | 17.11 | 13.47 | 12.42 | 12.85 | 15.98 | 24.36 | 19.10 | 17.04 |
| Draw Down(%) | NA | 22.68 | 22.68 | 22.68 | 46.11 | NA | NA | 58.79 | 20.42 | 8.76 | 18.74 | 19.10 | 9.05 | 46.11 | 10.14 | 23.19 | 6.16 | 11.20 | 15.03 | 10.64 | 6.32 | 11.81 | 27.88 | 18.46 | 30.20 | 52.16 | 14.72 | 11.69 | 8.24 | 9.55 | 14.15 | 32.84 | 21.42 | 8.30 |
| Yield(%) | 0.00 | 2.08 | 2.25 | 1.51 | 1.36 | 2.26 | 1.89 | 3.12 | 0.78 | 1.98 | 1.91 | 1.78 | 2.11 | 1.59 | 1.05 | 0.86 | 0.83 | 1.05 | 0.84 | 0.92 | 0.95 | 1.09 | 0.84 | 0.92 | 1.32 | 1.00 | 0.87 | 0.99 | 0.91 | 0.70 | 1.01 | 0.48 | 0.64 | 0.45 |
Data as of 06/30/2025, AR inception is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) |
-17.21%
Feb 2006 - Feb 2009 |
-5.69%
Feb 2004 - Feb 2009 |
5.00%
Jan 2006 - Jan 2016 |
4.72%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) |
28.02%
Feb 2009 - Feb 2012 |
24.87%
Feb 2009 - Feb 2014 |
15.60%
Feb 2009 - Feb 2019 |
13.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart