iShares Core S&P Mid-Cap ETF (IJH) Performance
IJH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.5% since Dec 31, 2025
- 1 year
- +11.7% total return
- 5 years
- +6.9% a year
- 10 years
- +10.7% a year
- Since first price
- +9.6% a year since 2000
IJH trailing returns vs SPY, QQQ, AGG
| Period | IJH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.8% | −4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.2% | −0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +10.5% | +9.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.7% | +10.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +59.3%+16.8%/yr | +53.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +39.4%+6.9%/yr | +29.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +175.2%+10.7%/yr | +137.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +425.4%+11.7%/yr | +321.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +516.9%+9.5%/yr | +362.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +1,025.3%+9.6%/yr | +692.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IJH vs SPY
From May 26, 2000: IJH grew to $112,535, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJH returns by calendar year
18 of 25 full years positive. Best 2009 (+37.8%), worst 2008 (−36.2%). 2026 is year to date.
IJH annual returns table
| Year | IJH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.5% | −8.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.4% | −22.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.9% | −8.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.4% | −14.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.1% | −22.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +24.7% | −8.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +13.6% | −42.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.1% | −8.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −11.2% | −23.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +16.3% | −5.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +20.7% | −10.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.3% | −12.6% | +1.2% | +9.4% | +0.5% |
| 2014 | +9.7% | −10.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.5% | −7.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.8% | −11.2% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.2% | −26.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +26.7% | −17.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +37.8% | −27.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.2% | −53.1% | −36.8% | −41.7% | +7.9% |
| 2007 | +7.3% | −11.2% | +5.1% | +19.0% | +6.6% |
| 2006 | +9.7% | −12.9% | +15.8% | +7.1% | +3.9% |
| 2005 | +12.9% | −8.0% | +4.8% | +1.6% | +2.3% |
| 2004 | +16.1% | −10.7% | +10.7% | +10.5% | +3.8% |
| 2003 | +35.2% | −13.6% | +28.2% | +49.7% | — |
| 2002 | −14.2% | −31.9% | −21.6% | −37.4% | — |
| 2001 | −1.2% | −25.5% | −11.8% | −33.3% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IJH largest drawdowns
Now 7.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −55.1% | Mar 9, 2009 | Dec 2, 2010 | 1.8 years | 3.5 years |
| Feb 20, 2020 | −42.2% | Mar 23, 2020 | Nov 9, 2020 | 32 days | 9 months |
| Apr 17, 2002 | −31.9% | Oct 9, 2002 | Oct 13, 2003 | 6 months | 1.5 years |
| Apr 29, 2011 | −26.2% | Oct 3, 2011 | Mar 19, 2012 | 5 months | 11 months |
| Sep 7, 2000 | −25.6% | Sep 21, 2001 | Mar 19, 2002 | 1.0 years | 1.5 years |
| Nov 25, 2024 | −24.1% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IJH risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +14.5% | +8.0% | +10.4% | +9.5% |
| Volatility (annualized) | 15.6% | 18.3% | 18.7% | 17.7% |
| Sharpe ratio | 0.67 | 0.32 | 0.50 | — |
| Sortino ratio | 1.11 | 0.49 | 0.75 | — |
| Best month | +8.9% | +10.9% | +14.3% | +14.8% |
| Worst month | −7.2% | −9.6% | −20.2% | −21.3% |
| Best 12 months | +33.4% | +33.4% | +83.5% | +83.5% |
| Worst 12 months | −2.6% | −15.3% | −22.6% | −41.8% |
| Positive months | 58% | 53% | 62% | 62% |
| Beta vs S&P 500 | 1.00 | 1.02 | 1.10 | — |
| Correlation with S&P 500 | 0.80 | 0.87 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IJH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −41.8% | +11.6% | +83.5% | 74% |
| 3-year (a year) | 282 | −15.5% | +10.7% | +31.1% | 90% |
| 5-year (a year) | 258 | −4.5% | +9.6% | +26.7% | 98% |
| 10-year (a year) | 198 | +4.0% | +10.1% | +17.2% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJH performance overview
iShares Core S&P Mid-Cap ETF (IJH) returned +11.7% over the past year and +10.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +9.6% a year, turning $10,000 into about $112,535. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.1%, from Jun 4, 2007 to Mar 9, 2009, and it took 1.7 years to get back to the old high. IJH finished 18 of its 25 full calendar years with a gain; the best year was 2009 (+37.8%) and the worst 2008 (−36.2%). Volatility has been 17.7% a year.
Related: IJH chart, IJH dividends. See the IJH overview for the latest quote and fund facts.
IJH performance FAQ
What is the IJH return over the past year?
IJH returned +11.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.3%.
What is the average annual return of IJH?
IJH has returned +6.9% a year over 5 years, +10.7% a year over 10 years, +9.6% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJH be worth?
$10,000 invested in IJH at its first recorded close on May 26, 2000 would be worth about $112,535 on October 23, 2026 with distributions reinvested.
What was the worst year for IJH?
The worst calendar year was 2008, with a total return of −36.2%. The best was 2009 at +37.8%.
What is the biggest drawdown of IJH?
The largest peak-to-trough decline was −55.1% between June 4, 2007 and March 9, 2009. It recovered to the old high on December 2, 2010, 1.7 years after the bottom.
How volatile is IJH?
Over the past 3 years IJH had an annualized volatility of 15.6% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).