iShares S&P MidCap 400 Growth ETF (IJK)

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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.

iShares S&P MidCap 400 Growth ETF (IJK) has returned 3.97% so far this year and 21.61% over the past 12 months. Over the last ten years, IJK has returned 10.44% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 28, 2000, IJK's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 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%.

iShares S&P MidCap 400 Growth ETF has an annualized alpha of 2.64%, beta of 1.05, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 31, 2000.

• This ETF captured 114.93% of S&P 500 Index gains and 103.83% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This ETF generated an annualized alpha of 2.64% 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.

IJK has an expense ratio of 0.24%, which is considered low.

IJK ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and compare them to a chosen benchmark (S&P 500 Index).

iShares S&P MidCap 400 Growth ETF provided a 0.62% dividend yield over the last twelve months, with an annual payout of $0.62 per share.

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.

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 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 6.77%.

The chart below shows the rolling one-month volatility.