Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IJR (iShares Core S&P Small Cap ETF) | 16.89% | 33.61% | 15.68% | 5.91% | 10.75% | 11.45% | 9.24% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJR (iShares Core S&P Small Cap ETF) | 05/26/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.39 | 33.61 | 15.68 | 5.91 | 10.75 | 11.45 | 9.24 | … | … | 16.89 | 5.89 | 8.63 | 16.06 | -16.21 | 26.57 | 11.28 | 22.82 | -8.49 | 13.15 | 27.85 | -0.67 | 7.19 | 42.18 | 15.49 | -0.25 | 25.13 | 24.45 | -31.70 | -1.47 | 14.17 | 6.57 | 21.43 | 37.51 | -14.82 | 5.83 | 14.10 |
| Sharpe Ratio | NA | 1.72 | 0.61 | 0.16 | 0.40 | NA | NA | … | … | 2.31 | 0.13 | 0.26 | 0.62 | -0.70 | 1.24 | 0.25 | 1.32 | -0.56 | 1.01 | 1.57 | -0.04 | 0.48 | 3.00 | 0.98 | -0.01 | 1.06 | 0.72 | -0.75 | -0.23 | 0.66 | 0.28 | 1.24 | 2.09 | -0.63 | 0.15 | 0.86 |
| Standard Deviation(%) | NA | 17.50 | 20.41 | 21.39 | 22.97 | NA | NA | … | … | 17.32 | 22.61 | 19.61 | 20.08 | 25.37 | 21.41 | 43.21 | 16.21 | 17.78 | 12.47 | 17.59 | 15.78 | 15.10 | 14.06 | 15.88 | 31.10 | 23.60 | 33.93 | 43.20 | 19.88 | 16.35 | 15.40 | 16.45 | 17.62 | 25.19 | 23.40 | 23.74 |
| Draw Down(%) | NA | 8.68 | 28.02 | 28.02 | 44.35 | NA | NA | … | … | 8.68 | 24.28 | 9.02 | 17.66 | 24.69 | 9.84 | 42.57 | 10.08 | 27.30 | 6.74 | 12.31 | 12.84 | 11.37 | 5.26 | 11.83 | 26.81 | 19.30 | 33.34 | 48.41 | 14.44 | 13.98 | 10.94 | 11.07 | 14.11 | 33.78 | 23.85 | 12.88 |
| Yield(%) | 0.00 | 1.50 | 1.89 | 1.50 | 2.38 | 3.48 | 2.97 | … | … | 0.16 | 1.50 | 2.20 | 1.50 | 1.16 | 1.93 | 1.22 | 1.73 | 1.41 | 1.33 | 2.60 | 2.89 | 2.60 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJR (iShares Core S&P Small Cap ETF) |
-17.79%
Feb 2006 – Feb 2009 |
-5.88%
Feb 2004 – Feb 2009 |
3.83%
Aug 2000 – Aug 2010 |
6.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJR (iShares Core S&P Small Cap ETF) |
29.51%
Feb 2009 – Feb 2012 |
26.92%
Feb 2009 – Feb 2014 |
18.21%
Feb 2009 – Feb 2019 |
14.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart