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ISIN
US4642878874
CUSIP
464287887
Issuer
iShares
Inception Date
Jul 24, 2000
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
S&P SmallCap 600 Growth Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Growth
Assets Under Management
$8B

Share Price Chart


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Performance

IJT Performance Chart

iShares S&P SmallCap 600 Growth ETF (IJT) is up 16.0% since the beginning of the year. IJT is currently trading at $164 per share. Investors who bought $1,000 worth of IJT shares 5 years ago would now be looking at an investment worth $1,319.


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S&P 500 Index

Returns By Period

iShares S&P SmallCap 600 Growth ETF (IJT) has returned 16.04% so far this year and 28.51% over the past 12 months. Over the last ten years, IJT has returned 10.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


iShares S&P SmallCap 600 Growth ETF

1D
0.68%
1M
0.94%
YTD
16.04%
6M
15.93%
1Y
28.51%
3Y*
14.61%
5Y*
5.70%
10Y*
10.80%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJT Monthly Returns History

Based on dividend-adjusted daily data since Jul 28, 2000, IJT's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +17.3%, while the worst month was Oct 2008 at -21.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IJT closed higher 53% of trading days. The best single day was May 7, 2010 with a return of +24.7%, while the worst single day was May 6, 2010 at -24.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.74%2.97%-4.80%11.60%1.15%0.13%16.04%
20253.89%-5.82%-5.81%-2.84%6.03%3.97%0.49%5.45%0.60%-1.32%2.47%-1.06%5.26%
2024-2.61%4.14%3.19%-4.69%5.48%-2.02%10.18%-1.93%0.90%-3.56%11.15%-9.25%9.33%
20237.34%-0.97%-4.04%-2.97%0.19%7.83%5.15%-3.48%-5.63%-5.12%7.46%12.17%17.11%
2022-10.22%0.44%0.13%-9.41%1.46%-8.24%11.88%-4.69%-9.14%9.89%4.41%-7.06%-21.32%
20216.22%4.48%1.33%1.83%0.01%1.67%-0.26%2.18%-3.53%4.21%-2.16%4.86%22.37%

Benchmark Metrics

iShares S&P SmallCap 600 Growth ETF has an annualized alpha of 3.12%, beta of 1.06, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 31, 2000.

  • This ETF captured 118.99% of S&P 500 Index gains and 105.16% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 3.12% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.06 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
3.12%
Beta
1.06
0.72
Upside Capture
118.99%
Downside Capture
105.16%

Expense Ratio

IJT has an expense ratio of 0.18%, which is considered low.


Return for Risk

Risk / Return Rank

IJT ranks 52 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.


IJT Risk / Return Rank: 5252
Overall Rank
IJT Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
IJT Sortino Ratio Rank: 4747
Sortino Ratio Rank
IJT Omega Ratio Rank: 4343
Omega Ratio Rank
IJT Calmar Ratio Rank: 6262
Calmar Ratio Rank
IJT Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and compare them to S&P 500 Index.


IJTBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.63

2.39

-0.76

Sortino ratio

Return per unit of downside risk

2.40

3.25

-0.85

Omega ratio

Gain probability vs. loss probability

1.29

1.43

-0.15

Calmar ratio

Return relative to maximum drawdown

3.15

3.11

+0.04

Martin ratio

Return relative to average drawdown

10.95

14.38

-3.43

Dividends

Dividend History

iShares S&P SmallCap 600 Growth ETF provided a 0.76% dividend yield over the last twelve months, with an annual payout of $1.25 per share.


0.60%0.70%0.80%0.90%1.00%1.10%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.25$1.28$1.44$1.28$1.17$0.87$0.78$0.88$0.74$0.73$0.77$0.71

Dividend yield

0.76%0.91%1.06%1.02%1.08%0.63%0.68%0.92%0.92%0.86%1.03%1.14%

Monthly Dividends

The table displays the monthly dividend distributions for iShares S&P SmallCap 600 Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.22$0.00$0.00$0.00$0.22
2025$0.00$0.00$0.25$0.00$0.00$0.29$0.00$0.00$0.31$0.00$0.00$0.42$1.28
2024$0.00$0.00$0.22$0.00$0.00$0.35$0.00$0.00$0.52$0.00$0.00$0.35$1.44
2023$0.00$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.40$0.00$0.00$0.28$1.28
2022$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.36$0.00$0.00$0.37$1.17
2021$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.36$0.00$0.00$0.21$0.87

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 SmallCap 600 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 SmallCap 600 Growth ETF was 57.61%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.

The current iShares S&P SmallCap 600 Growth ETF drawdown is 0.90%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-57.61%Mar 2009
1y 5mo1y 9mo
3y 2moOct 2007 - Dec 2010
COVID crash2020
-42.03%Mar 2020
1y 6mo7mo 28d
2y 2moSep 2018 - Nov 2020
Dot-com crash2000–2002
-36.44%Oct 2002
2y 1mo1y 1mo
3y 2moSep 2000 - Dec 2003
Bear market2022
-29.24%Sep 2022
10mo 21d1y 9mo
2y 8moNov 2021 - Jul 2024
2025 selloff2025
-27.41%Apr 2025
4mo 13d9mo 12d
1y 1moNov 2024 - Jan 2026

Drawdown Indicators


IJTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-57.61%

-56.78%

-0.83%

Max Drawdown (1Y)

Largest decline over 1 year

-9.08%

-9.10%

+0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-27.41%

-18.90%

-8.51%

Max Drawdown (5Y)

Largest decline over 5 years

-29.24%

-25.43%

-3.81%

Max Drawdown (10Y)

Largest decline over 10 years

-42.03%

-33.92%

-8.11%

Current Drawdown

Current decline from peak

-0.90%

0.00%

-0.90%

Average Drawdown

Average peak-to-trough decline

-10.31%

-10.72%

+0.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

1.97%

+0.64%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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