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iShares Core S&P Mid-Cap ETF

IJH
ETF · Currency in USD
ISIN
US4642875078
CUSIP
464287507
Issuer
iShares
Inception Date
May 22, 2000
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.06%
Index Tracked
S&P MidCap 400 Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

IJHPrice Chart


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S&P 500

IJHPerformance

The chart shows the growth of $10,000 invested in iShares Core S&P Mid-Cap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $44,112 for a total return of roughly 341.12%. All prices are adjusted for splits and dividends.


IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (S&P 500)

IJHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.92%
6M2.37%
YTD20.31%
1Y40.22%
5Y14.32%
10Y14.41%

IJHMonthly Returns Heatmap


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IJHSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core S&P Mid-Cap ETF Sharpe ratio is 2.12. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (S&P 500)

IJHDividends

iShares Core S&P Mid-Cap ETF granted a 1.11% dividend yield in the last twelve months, as of Oct 16, 2021. The annual payout for that period amounted to $3.04 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.04$2.94$3.35$2.86$2.26$2.64$2.17$1.94$1.73$1.45$1.12$0.96

Dividend yield

1.11%1.28%1.63%1.72%1.19%1.60%1.56%1.34%1.29%1.43%1.27%1.05%

IJHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (S&P 500)

IJHWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core S&P Mid-Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core S&P Mid-Cap ETF is 42.18%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.18%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-26.16%May 2, 2011108Oct 3, 2011115Mar 19, 2012223
-23.14%Aug 30, 201880Dec 24, 2018232Nov 25, 2019312
-19.23%Jun 24, 2015161Feb 11, 2016103Jul 11, 2016264
-17.24%Apr 26, 201050Jul 6, 201086Nov 4, 2010136
-11.18%Mar 27, 201248Jun 4, 201266Sep 6, 2012114
-10.58%Jul 2, 201472Oct 13, 201429Nov 21, 2014101
-9.7%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.04%Jan 15, 201016Feb 8, 201015Mar 2, 201031
-7.71%Sep 17, 201242Nov 15, 201222Dec 18, 201264

IJHVolatility Chart

Current iShares Core S&P Mid-Cap ETF volatility is 12.68%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (S&P 500)

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