iShares S&P Mid-Cap 400 Value ETF (IJJ) Performance
IJJ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.0% since Dec 31, 2025
- 1 year
- +11.7% total return
- 5 years
- +7.6% a year
- 10 years
- +10.1% a year
- Since first price
- +10.2% a year since 2000
IJJ trailing returns vs SPY, QQQ, AGG
| Period | IJJ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.8% | +1.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.0% | −2.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.0% | +1.3% | +7.8% | +8.4% | −1.5% |
| YTD | +10.0% | +8.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.7% | +9.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +59.1%+16.7%/yr | +50.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +44.0%+7.6%/yr | +31.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +162.1%+10.1%/yr | +118.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +412.3%+11.5%/yr | +290.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +441.1%+8.8%/yr | +272.2% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 28, 2000 | +1,169.1%+10.2%/yr | +697.1% | — | — | — |
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: IJJ vs SPY
From Jul 28, 2000: IJJ grew to $126,909, SPY to $85,152.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJJ returns by calendar year
19 of 25 full years positive. Best 2003 (+40.4%), worst 2008 (−35.2%). 2026 is year to date.
IJJ annual returns table
| Year | IJJ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.0% | −10.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −20.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.6% | −8.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.2% | −18.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.1% | −19.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.5% | −9.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +3.6% | −46.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +25.7% | −10.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.1% | −22.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +12.0% | −6.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +26.2% | −10.3% | +12.0% | +7.1% | +2.4% |
| 2015 | −6.7% | −14.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +11.9% | −10.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.0% | −6.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +18.3% | −11.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.7% | −27.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +22.6% | −18.3% | +15.1% | +19.9% | +6.4% |
| 2009 | +34.4% | −30.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −35.2% | −51.9% | −36.8% | −41.7% | +7.9% |
| 2007 | +2.1% | −14.4% | +5.1% | +19.0% | +6.6% |
| 2006 | +14.5% | −11.5% | +15.8% | +7.1% | +3.9% |
| 2005 | +11.6% | −8.1% | +4.8% | +1.6% | +2.3% |
| 2004 | +17.9% | −9.3% | +10.7% | +10.5% | +3.8% |
| 2003 | +40.4% | −14.0% | +28.2% | +49.7% | — |
| 2002 | −10.7% | −32.7% | −21.6% | −37.4% | — |
| 2001 | +7.2% | −21.3% | −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.
IJJ largest drawdowns
Now 5.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −58.0% | Mar 9, 2009 | Feb 7, 2011 | 1.8 years | 3.7 years |
| Jan 16, 2020 | −46.1% | Mar 23, 2020 | Dec 4, 2020 | 2 months | 11 months |
| Apr 17, 2002 | −32.7% | Oct 9, 2002 | Oct 9, 2003 | 6 months | 1.5 years |
| Apr 29, 2011 | −27.6% | Oct 3, 2011 | Mar 15, 2012 | 5 months | 11 months |
| Aug 29, 2018 | −22.8% | Dec 24, 2018 | Nov 5, 2019 | 4 months | 1.2 years |
| Nov 25, 2024 | −22.7% | 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.
IJJ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +12.9% | +7.9% | +9.5% | +10.0% |
| Volatility (annualized) | 16.2% | 18.7% | 20.1% | 18.3% |
| Sharpe ratio | 0.56 | 0.31 | 0.44 | — |
| Sortino ratio | 0.94 | 0.49 | 0.66 | — |
| Best month | +10.2% | +11.4% | +16.6% | +16.6% |
| Worst month | −6.7% | −9.5% | −24.4% | −24.4% |
| Best 12 months | +32.7% | +32.7% | +89.2% | +89.2% |
| Worst 12 months | −0.2% | −11.0% | −28.4% | −42.2% |
| Positive months | 61% | 55% | 62% | 63% |
| Beta vs S&P 500 | 0.94 | 0.97 | 1.12 | — |
| Correlation with S&P 500 | 0.72 | 0.81 | 0.85 | — |
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.
IJJ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −42.2% | +11.7% | +89.2% | 75% |
| 3-year (a year) | 280 | −16.4% | +10.6% | +29.3% | 88% |
| 5-year (a year) | 256 | −4.8% | +10.1% | +26.1% | 96% |
| 10-year (a year) | 196 | +6.0% | +9.5% | +16.6% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJJ performance overview
iShares S&P Mid-Cap 400 Value ETF (IJJ) returned +11.7% over the past year and +10.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +10.2% a year, turning $10,000 into about $126,909. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.0%, from Jun 4, 2007 to Mar 9, 2009, and it took 1.9 years to get back to the old high. IJJ finished 19 of its 25 full calendar years with a gain; the best year was 2003 (+40.4%) and the worst 2008 (−35.2%). Volatility has been 18.3% a year.
Related: IJJ chart, IJJ dividends. See the IJJ overview for the latest quote and fund facts.
IJJ performance FAQ
What is the IJJ return over the past year?
IJJ returned +11.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.9%.
What is the average annual return of IJJ?
IJJ has returned +7.6% a year over 5 years, +10.1% a year over 10 years, +10.2% a year since July 28, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJJ be worth?
$10,000 invested in IJJ at its first recorded close on July 28, 2000 would be worth about $126,909 on October 23, 2026 with distributions reinvested.
What was the worst year for IJJ?
The worst calendar year was 2008, with a total return of −35.2%. The best was 2003 at +40.4%.
What is the biggest drawdown of IJJ?
The largest peak-to-trough decline was −58.0% between June 4, 2007 and March 9, 2009. It recovered to the old high on February 7, 2011, 1.9 years after the bottom.
How volatile is IJJ?
Over the past 3 years IJJ had an annualized volatility of 16.2% and a Sharpe ratio of 0.56 (excess return over 1–3 month T-bills per unit of risk).