Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IJK (iShares S&P Mid-Cap 400 Growth ETF) | 16.20% | 26.79% | 17.43% | 8.08% | 10.90% | 10.59% | 9.73% | … | … |
Data as of 06/05/2026, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJK (iShares S&P Mid-Cap 400 Growth ETF) | 07/28/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 26.79 | 17.43 | 8.08 | 10.90 | 10.59 | 9.73 | … | … | 16.20 | 7.28 | 15.68 | 17.41 | -19.03 | 18.68 | 22.45 | 24.88 | -11.18 | 18.75 | 13.54 | 1.08 | 6.56 | 31.60 | 16.17 | -1.82 | 29.81 | 40.39 | -37.68 | 12.04 | 5.51 | 12.71 | 13.36 | 29.96 | -19.65 | -7.99 | -2.98 |
| Sharpe Ratio | NA | 1.61 | 0.81 | 0.28 | 0.45 | NA | NA | … | … | 2.37 | 0.20 | 0.73 | 0.85 | -0.72 | 1.04 | 0.58 | 1.70 | -0.74 | 1.93 | 0.87 | 0.07 | 0.46 | 2.28 | 1.08 | -0.06 | 1.42 | 1.35 | -0.93 | 0.54 | 0.14 | 0.82 | 0.90 | 1.72 | -0.77 | -0.37 | -0.32 |
| Standard Deviation(%) | NA | 17.03 | 18.82 | 20.67 | 21.14 | NA | NA | … | … | 19.83 | 22.11 | 16.53 | 16.23 | 28.59 | 17.93 | 38.38 | 13.80 | 17.11 | 9.41 | 15.34 | 14.83 | 14.22 | 13.85 | 15.08 | 28.69 | 20.97 | 29.81 | 41.21 | 16.49 | 14.93 | 12.72 | 13.71 | 16.96 | 26.92 | 28.41 | 34.57 |
| Draw Down(%) | NA | 9.92 | 25.63 | 29.24 | 39.25 | NA | NA | … | … | 9.92 | 23.62 | 9.33 | 12.72 | 27.16 | 8.35 | 39.25 | 7.04 | 24.27 | 5.01 | 12.07 | 11.11 | 10.96 | 8.17 | 10.79 | 25.84 | 16.65 | 24.04 | 54.55 | 10.36 | 14.04 | 8.09 | 12.62 | 12.56 | 31.84 | 29.94 | 23.48 |
| Yield(%) | 0.00 | 0.70 | 1.01 | 0.86 | 0.42 | 0.55 | 0.62 | … | … | 0.10 | 0.70 | 0.91 | 1.32 | 0.87 | 0.60 | 0.66 | 0.34 | 0.25 | 0.28 | 0.33 | 0.28 | 0.24 | 0.28 | 0.28 | 0.16 | 0.18 | 0.21 | 0.13 | 0.22 | 0.10 | 0.17 | 0.12 | 0.14 | 0.11 | 0.02 | 0.09 |
Data as of 06/05/2026, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJK (iShares S&P Mid-Cap 400 Growth ETF) |
-14.94%
Feb 2006 – Feb 2009 |
-4.70%
Feb 2004 – Feb 2009 |
0.61%
Aug 2000 – Aug 2010 |
5.42%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJK (iShares S&P Mid-Cap 400 Growth ETF) |
32.24%
Feb 2009 – Feb 2012 |
26.47%
Feb 2009 – Feb 2014 |
16.59%
Feb 2009 – Feb 2019 |
14.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart