iShares S&P Mid-Cap ETF (IJH.AX)

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iShares S&P Mid-Cap ETF (IJH.AX) is up 9.0% since the beginning of the year. IJH.AX is currently trading at A$54 per share. Investors who bought A$1,000 worth of IJH.AX shares 5 years ago would now be looking at an investment worth A$2,031.

iShares S&P Mid-Cap ETF (IJH.AX) has returned 9.00% so far this year and 12.07% over the past 12 months. Looking at the last ten years, IJH.AX has achieved an annualized return of 19.47%, outperforming the S&P 500 Index benchmark, which averaged 14.27% per year.

Based on dividend-adjusted daily data since Dec 31, 2012, IJH.AX's average daily return is +0.08%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Oct 2022 with a return of +19.7%, while the worst month was Mar 2020 at -15.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IJH.AX closed higher 52% of trading days. The best single day was Jul 1, 2019 with a return of +9.4%, while the worst single day was Mar 9, 2020 at -7.9%.

iShares S&P Mid-Cap ETF has an annualized alpha of 18.76%, beta of 0.14, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 31, 2012.

• This ETF captured 110.86% of S&P 500 Index gains but only 99.07% of its losses - a favorable profile for investors.
• Beta of 0.14 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IJH.AX ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

iShares S&P Mid-Cap ETF provided a 0.81% dividend yield over the last twelve months, with an annual payout of A$0.44 per share.

The table displays the monthly dividend distributions for iShares S&P Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares S&P Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares S&P Mid-Cap ETF was 34.08%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current iShares S&P Mid-Cap ETF drawdown is 3.00%.

The chart below shows the rolling one-month volatility.