iShares S&P MidCap 400 Growth ETF (IJK)
IJK is a passive ETF by iShares tracking the investment results of the S&P MidCap 400/Citigroup Growth Index. IJK launched on Jul 24, 2000 and has a 0.24% expense ratio.
ETF Info
US4642876068
464287606
Jul 24, 2000
North America (U.S.)
1x
S&P MidCap 400/Citigroup Growth Index
Mid-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares S&P MidCap 400 Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares S&P MidCap 400 Growth ETF had a return of 20.24% year-to-date (YTD) and 30.50% in the last 12 months. Over the past 10 years, iShares S&P MidCap 400 Growth ETF had an annualized return of 10.13%, while the S&P 500 had an annualized return of 11.13%, indicating that iShares S&P MidCap 400 Growth ETF did not perform as well as the benchmark.
IJK
20.24%
1.84%
5.78%
30.50%
11.59%
10.13%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of IJK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.40% | 9.58% | 5.71% | -5.93% | 4.12% | -1.27% | 4.24% | -0.83% | 1.17% | -1.38% | 20.24% | ||
| 2023 | 7.16% | -0.85% | -1.18% | -0.52% | -2.83% | 8.74% | 3.79% | -2.07% | -4.89% | -4.83% | 7.59% | 7.46% | 17.41% |
| 2022 | -10.38% | 0.93% | 0.39% | -7.44% | -0.74% | -10.04% | 12.77% | -3.46% | -8.81% | 9.41% | 5.76% | -6.08% | -19.03% |
| 2021 | 1.91% | 4.10% | 2.41% | 3.97% | -1.61% | 1.05% | 0.89% | 1.38% | -4.20% | 7.58% | -3.62% | 4.00% | 18.68% |
| 2020 | -1.28% | -8.27% | -16.99% | 14.03% | 8.82% | 1.36% | 6.20% | 3.25% | -2.41% | 1.33% | 12.33% | 6.35% | 22.45% |
| 2019 | 9.18% | 4.56% | 0.64% | 3.25% | -6.37% | 7.11% | 1.03% | -3.02% | 1.27% | 0.95% | 3.17% | 2.46% | 25.96% |
| 2018 | 4.31% | -3.89% | 1.10% | -1.22% | 4.10% | 0.35% | 1.38% | 3.80% | -1.24% | -10.24% | 3.37% | -11.29% | -10.53% |
| 2017 | 1.92% | 3.19% | -0.17% | 1.53% | 0.49% | 1.17% | 0.77% | -1.01% | 3.42% | 3.35% | 3.71% | -0.16% | 19.64% |
| 2016 | -5.78% | 0.57% | 6.88% | 0.60% | 3.34% | 0.28% | 4.47% | 0.64% | -1.41% | -3.33% | 5.77% | 2.38% | 14.57% |
| 2015 | 0.74% | 4.42% | 2.37% | -2.55% | 2.53% | -0.87% | 2.23% | -6.57% | -2.71% | 5.13% | 1.23% | -3.37% | 1.90% |
| 2014 | -2.58% | 5.43% | -0.66% | -2.78% | 1.90% | 3.89% | -4.25% | 4.93% | -3.83% | 3.12% | 2.47% | 0.08% | 7.31% |
| 2013 | 7.04% | 0.23% | 4.55% | 1.18% | 2.21% | -2.45% | 6.18% | -3.73% | 5.88% | 3.14% | 1.60% | 3.29% | 32.57% |
Expense Ratio
IJK has an expense ratio of 0.24%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IJK is 61, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares S&P MidCap 400 Growth ETF provided a 0.82% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.78 | $0.90 | $0.74 | $0.43 | $0.51 | $0.65 | $0.54 | $0.50 | $0.52 | $0.45 | $0.36 | $0.33 |
Dividend yield | 0.82% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% | 0.91% | 0.88% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares S&P MidCap 400 Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.51 | |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.90 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.19 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.43 |
| 2020 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.51 |
| 2019 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.65 |
| 2018 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.13 | $0.54 |
| 2017 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.50 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.52 |
| 2015 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.45 |
| 2014 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.36 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.33 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P MidCap 400 Growth 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 MidCap 400 Growth ETF was 54.47%, occurring on Nov 20, 2008. Recovery took 492 trading sessions.
The current iShares S&P MidCap 400 Growth ETF drawdown is 2.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.47% | Jun 6, 2008 | 118 | Nov 20, 2008 | 492 | Nov 4, 2010 | 610 |
| -46.2% | Sep 5, 2000 | 525 | Oct 9, 2002 | 784 | Nov 17, 2005 | 1309 |
| -39.25% | Feb 21, 2020 | 22 | Mar 23, 2020 | 99 | Aug 12, 2020 | 121 |
| -29.24% | Nov 17, 2021 | 146 | Jun 16, 2022 | 427 | Feb 29, 2024 | 573 |
| -25.74% | Jul 8, 2011 | 61 | Oct 3, 2011 | 239 | Sep 13, 2012 | 300 |
Volatility
Volatility Chart
The current iShares S&P MidCap 400 Growth ETF volatility is 5.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.