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
| ISIN | US4642876068 |
|---|---|
| CUSIP | 464287606 |
| Issuer | iShares |
| Inception Date | Jul 24, 2000 |
| Region | North America (U.S.) |
| Category | Mid Cap Growth Equities |
| Index Tracked | S&P MidCap 400/Citigroup Growth Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The iShares S&P MidCap 400 Growth ETF has a high expense ratio of 0.24%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IJK vs. IMCG, IJK vs. VOT, IJK vs. IWP, IJK vs. VCIT, IJK vs. IJH, IJK vs. VO, IJK vs. ^GSPC, IJK vs. VUG, IJK vs. VBK, IJK vs. SCHA
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 8.86% year-to-date (YTD) and 21.29% in the last 12 months. Over the past 10 years, iShares S&P MidCap 400 Growth ETF had an annualized return of 9.87%, while the S&P 500 had an annualized return of 10.50%, indicating that iShares S&P MidCap 400 Growth ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.86% | 5.90% |
| 1 month | -2.00% | -1.28% |
| 6 months | 18.44% | 15.51% |
| 1 year | 21.29% | 21.68% |
| 5 years (annualized) | 10.15% | 11.74% |
| 10 years (annualized) | 9.87% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.40% | 9.58% | 5.71% | |||||||||
| 2023 | -4.89% | -4.83% | 7.59% | 7.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares S&P MidCap 400 Growth ETF(IJK)
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 granted a 0.98% dividend yield in the last twelve months. The annual payout for that period amounted to $0.84 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.84 | $0.89 | $0.74 | $0.43 | $0.51 | $0.65 | $0.54 | $0.50 | $0.52 | $0.45 | $0.36 | $0.33 |
Dividend yield | 0.98% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 5.64%.
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 4.14%, 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.