- ISIN
- US4642876068
- CUSIP
- 464287606
- Issuer
- iShares
- Inception Date
- Jul 24, 2000
- Region
- North America (U.S.)
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P MidCap 400 Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $11B
Highlights
- Avg. Volume (1M)
- 200K
- Avg. Volume Value (1M)
- $22.70M
Share Price Chart
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Performance
IJK Performance Chart
iShares S&P MidCap 400 Growth ETF (IJK) is up 15.7% since the beginning of the year. IJK is currently trading at $112 per share. Investors who bought $1,000 worth of IJK shares 5 years ago would now be looking at an investment worth $1,430.
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Returns By Period
iShares S&P MidCap 400 Growth ETF (IJK) has returned 15.74% so far this year and 22.62% over the past 12 months. Over the last ten years, IJK has returned 10.87% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
iShares S&P MidCap 400 Growth ETF
- 1D
- -0.07%
- 1M
- -2.82%
- 6M
- 11.34%
- YTD
- 15.74%
- 1Y
- 22.62%
- 3Y*
- 13.85%
- 5Y*
- 7.42%
- 10Y*
- 10.87%
- ALL TIME*
- 8.48%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
IJK Monthly Returns History
Based on dividend-adjusted daily data since Jul 28, 2000, IJK's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Aug 2000 with a return of +15.1%, while the worst month was Oct 2008 at -21.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IJK closed higher 54% of trading days. The best single day was May 7, 2010 with a return of +35.4%, while the worst single day was May 6, 2010 at -30.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.94% | 5.87% | -5.52% | 8.04% | 4.93% | 3.13% | -4.78% | 15.74% | |||||
| 2025 | 3.71% | -5.55% | -6.37% | -0.37% | 6.17% | 3.45% | 2.25% | 2.24% | 0.99% | 0.22% | 1.32% | -0.29% | 7.28% |
| 2024 | -0.40% | 9.58% | 5.71% | -5.93% | 4.12% | -1.27% | 4.24% | -0.83% | 1.17% | -1.38% | 8.93% | -7.73% | 15.68% |
| 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% |
Benchmark Metrics
iShares S&P MidCap 400 Growth ETF has an annualized alpha of 2.44%, beta of 1.05, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 28, 2000.
- This ETF captured 113.94% of S&P 500 Index gains and 103.87% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 2.44% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.05 and R2 of 0.72, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.44%
- Beta
- 1.05
- R²
- 0.72
- Upside Capture
- 113.94%
- Downside Capture
- 103.87%
Expense Ratio
IJK has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
IJK ranks 53 for risk / return — above 53% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IJK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.00 | +0.12 |
| Martin ratioReturn relative to average drawdown | 7.75 | 8.49 | -0.74 |
Dividends
Dividend History
iShares S&P MidCap 400 Growth ETF provided a 0.54% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.64 | $0.72 | $0.89 | $0.74 | $0.43 | $0.51 | $0.65 | $0.54 | $0.50 | $0.52 | $0.45 |
Dividend yield | 0.54% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.24 | |||||
| 2025 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.21 | $0.64 |
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.72 |
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.89 |
| 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 |
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.
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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 4.78%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-54.47%Nov 2008 | 5mo 17d | 1y 11mo | 2y 5moJun 2008 - Nov 2010 | Financial crisis2007–2009 |
-46.35%Oct 2002 | 2y 1mo | 3y 1mo | 5y 2moSep 2000 - Nov 2005 | Dot-com crash2000–2002 |
-39.25%Mar 2020 | 1mo 1d | 4mo 22d | 5mo 23dFeb 2020 - Aug 2020 | COVID crash2020 |
-29.24%Jun 2022 | 7mo 1d | 1y 8mo | 2y 3moNov 2021 - Feb 2024 | Bear market2022 |
-25.74%Oct 2011 | 2mo 27d | 11mo 16d | 1y 2moJul 2011 - Sep 2012 | — |
Drawdown Indicators
| IJK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.47% | -56.78% | +2.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -9.10% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -25.63% | -18.90% | -6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -25.43% | -3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -39.25% | -33.92% | -5.33% |
Current DrawdownCurrent decline from peak | -4.78% | -1.58% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -10.70% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.14% | +0.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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