iShares S&P Small-Cap ETF (IJR.AX)

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iShares S&P Small-Cap ETF (IJR.AX) is up 15.8% since the beginning of the year. IJR.AX is currently trading at A$210 per share. Investors who bought A$1,000 worth of IJR.AX shares 5 years ago would now be looking at an investment worth A$1,542.

iShares S&P Small-Cap ETF (IJR.AX) has returned 15.84% so far this year and 22.13% over the past 12 months. Looking at the last ten years, IJR.AX has achieved an annualized return of 19.56%, outperforming the S&P 500 Index benchmark, which averaged 14.27% per year.

Based on dividend-adjusted daily data since Oct 10, 2007, IJR.AX's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2017 with a return of +88.6%, while the worst month was Mar 2020 at -19.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IJR.AX closed higher 49% of trading days. The best single day was Jan 23, 2017 with a return of +98.6%, while the worst single day was Oct 15, 2008 at -11.2%.

iShares S&P Small-Cap ETF has an annualized alpha of 17.67%, beta of 0.16, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since October 10, 2007.

• This ETF captured 114.14% of S&P 500 Index gains but only 90.83% of its losses - a favorable profile for investors.
• Beta of 0.16 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IJR.AX ranks 48 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.

iShares S&P Small-Cap ETF provided a 0.77% dividend yield over the last twelve months, with an annual payout of A$1.60 per share.

The table displays the monthly dividend distributions for iShares S&P Small-Cap 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 Small-Cap 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 Small-Cap ETF was 35.55%, occurring on Mar 4, 2009. Recovery took 494 trading sessions.

The current iShares S&P Small-Cap ETF drawdown is 2.46%.

The chart below shows the rolling one-month volatility.