IJJ
iShares S&P Mid-Cap 400 Value ETF
ETF
$140.52+1.46 (+1.05%)Close Oct 2, 2026
Jul 28, 2000 – Oct 2, 2026, Dividends reinvested
- Final balance
- $124,536
- CAGR
- +10.11%
- Max drawdown
- −58.00%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.93%
- 3M
- −3.86%
- 6M
- +6.22%
- YTD
- +7.95%
- 1Y
- +9.55%
- 3Y
- +14.19%
- 5Y
- +7.91%
- 10Y
- +9.77%
- 15Y
- +12.16%
- 20Y
- +8.95%
- 25Y
- +10.10%
- Since 2000
- +10.11%
Metrics
Since 2000| Volatility | 21.69% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +40.43% |
| Worst year, 2008 | −35.16% |
| Positive years | 19 of 25 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2000| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.0% | Jun 2007 | Mar 2009 | Feb 2011 | 3.7 years |
| −46.1% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −32.7% | Apr 2002 | Oct 2002 | Oct 2003 | 1.5 years |
| −27.6% | Apr 2011 | Oct 2011 | Mar 2012 | 11 months |
| −22.8% | Aug 2018 | Dec 2018 | Nov 2019 | 1.2 years |
Annual returns
2000 from Jul 28 · 2026 through Oct 2