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iShares S&P MidCap 400 Growth ETF

IJK
ETF · Currency in USD
ISIN
US4642876068
CUSIP
464287606
Issuer
iShares
Inception Date
Jul 24, 2000
Region
North America (U.S.)
Category
Mid Cap Growth Equities
Expense Ratio
0.24%
Index Tracked
S&P MidCap 400/Citigroup Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

IJKPrice Chart


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S&P 500

IJKPerformance

The chart shows the growth of $10,000 invested in iShares S&P MidCap 400 Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $45,964 for a total return of roughly 359.64%. All prices are adjusted for splits and dividends.


IJK (iShares S&P MidCap 400 Growth ETF)
Benchmark (S&P 500)

IJKReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.02%
6M5.19%
YTD12.96%
1Y35.76%
5Y14.56%
10Y13.79%

IJKMonthly Returns Heatmap


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IJKSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares S&P MidCap 400 Growth ETF Sharpe ratio is 2.03. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IJK (iShares S&P MidCap 400 Growth ETF)
Benchmark (S&P 500)

IJKDividends

iShares S&P MidCap 400 Growth ETF granted a 0.56% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.45 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.45$0.51$0.65$0.54$0.50$0.52$0.45$0.36$0.33$0.28$0.16$0.14

Dividend yield

0.56%0.70%1.09%1.13%0.93%1.15%1.12%0.91%0.88%0.99%0.66%0.56%

IJKDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IJK (iShares S&P MidCap 400 Growth ETF)
Benchmark (S&P 500)

IJKWorst Drawdowns

The table below shows the maximum drawdowns of the iShares S&P MidCap 400 Growth ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares S&P MidCap 400 Growth ETF is 39.25%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.25%Feb 21, 202022Mar 23, 202099Aug 12, 2020121
-25.74%Jul 8, 201161Oct 3, 2011239Sep 13, 2012300
-23.95%Sep 17, 201869Dec 24, 2018234Nov 27, 2019303
-18.46%Aug 18, 2015123Feb 11, 2016103Jul 11, 2016226
-16.55%Apr 26, 201050Jul 6, 201078Oct 25, 2010128
-10.81%Jul 7, 201470Oct 13, 201420Nov 10, 201490
-9.77%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.39%Jan 11, 201020Feb 8, 201014Mar 1, 201034
-8.17%May 22, 201323Jun 24, 201314Jul 15, 201337
-8.1%Sep 3, 202015Sep 24, 20209Oct 7, 202024

IJKVolatility Chart

Current iShares S&P MidCap 400 Growth ETF volatility is 9.16%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IJK (iShares S&P MidCap 400 Growth ETF)
Benchmark (S&P 500)

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