iShares S&P Mid-Cap 400 Growth ETF (IJK) Performance
IJK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.7% since Dec 31, 2025
- 1 year
- +11.3% total return
- 5 years
- +5.8% a year
- 10 years
- +10.6% a year
- Since first price
- +8.3% a year since 2000
IJK trailing returns vs SPY, QQQ, AGG
| Period | IJK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.5% | −3.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.6% | −5.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.7% | −1.9% | +7.8% | +8.4% | −1.5% |
| YTD | +10.7% | +10.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.3% | +10.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +58.1%+16.5%/yr | +54.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +32.6%+5.8%/yr | +27.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +173.1%+10.6%/yr | +149.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +401.2%+11.3%/yr | +335.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +551.4%+9.8%/yr | +446.9% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 28, 2000 | +719.1%+8.3%/yr | +568.5% | — | — | — |
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: IJK vs SPY
From Jul 28, 2000: IJK grew to $81,908, SPY to $85,152.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJK returns by calendar year
19 of 25 full years positive. Best 2009 (+41.1%), worst 2008 (−37.4%). 2026 is year to date.
IJK annual returns table
| Year | IJK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.7% | −10.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −23.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +15.7% | −9.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.4% | −12.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.0% | −27.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +18.7% | −8.4% | +28.7% | +27.4% | −1.8% |
| 2020 | +22.5% | −39.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.0% | −7.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.5% | −24.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +19.6% | −5.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +14.6% | −10.7% | +12.0% | +7.1% | +2.4% |
| 2015 | +1.9% | −10.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +7.3% | −10.8% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.6% | −8.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.1% | −10.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.3% | −25.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +30.4% | −16.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +41.1% | −24.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −37.4% | −54.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +12.7% | −10.4% | +5.1% | +19.0% | +6.6% |
| 2006 | +5.8% | −14.0% | +15.8% | +7.1% | +3.9% |
| 2005 | +13.2% | −7.9% | +4.8% | +1.6% | +2.3% |
| 2004 | +13.8% | −12.6% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.4% | −12.5% | +28.2% | +49.7% | — |
| 2002 | −19.3% | −31.6% | −21.6% | −37.4% | — |
| 2001 | −7.9% | −29.9% | −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.
IJK largest drawdowns
Now 10.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 5, 2008 | −54.5% | Nov 20, 2008 | Nov 4, 2010 | 6 months | 2.4 years |
| Sep 1, 2000 | −46.2% | Oct 9, 2002 | Nov 17, 2005 | 2.1 years | 5.2 years |
| Feb 20, 2020 | −39.3% | Mar 23, 2020 | Aug 12, 2020 | 32 days | 6 months |
| Nov 16, 2021 | −29.2% | Jun 16, 2022 | Feb 29, 2024 | 7 months | 2.3 years |
| Jul 7, 2011 | −25.7% | Oct 3, 2011 | Sep 13, 2012 | 3 months | 1.2 years |
| Nov 25, 2024 | −25.6% | Apr 8, 2025 | Dec 11, 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.
IJK risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +15.8% | +7.6% | +10.6% | +8.4% |
| Volatility (annualized) | 16.3% | 18.8% | 18.2% | 18.1% |
| Sharpe ratio | 0.72 | 0.29 | 0.52 | — |
| Sortino ratio | 1.18 | 0.45 | 0.78 | — |
| Best month | +9.6% | +12.8% | +14.0% | +15.1% |
| Worst month | −7.7% | −10.4% | −17.0% | −21.5% |
| Best 12 months | +34.7% | +34.7% | +77.0% | +77.0% |
| Worst 12 months | −8.0% | −19.7% | −20.7% | −41.5% |
| Positive months | 61% | 53% | 62% | 61% |
| Beta vs S&P 500 | 1.06 | 1.06 | 1.08 | — |
| Correlation with S&P 500 | 0.81 | 0.88 | 0.91 | — |
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.
IJK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −41.5% | +11.1% | +77.0% | 75% |
| 3-year (a year) | 280 | −14.5% | +10.5% | +32.9% | 89% |
| 5-year (a year) | 256 | −4.3% | +9.2% | +27.2% | 98% |
| 10-year (a year) | 196 | +1.0% | +10.2% | +17.4% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJK performance overview
iShares S&P Mid-Cap 400 Growth ETF (IJK) returned +11.3% over the past year and +10.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.3% a year, turning $10,000 into about $81,908. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −54.5%, from Jun 5, 2008 to Nov 20, 2008, and it took 2.0 years to get back to the old high. IJK finished 19 of its 25 full calendar years with a gain; the best year was 2009 (+41.1%) and the worst 2008 (−37.4%). Volatility has been 18.1% a year.
Related: IJK chart, IJK dividends. See the IJK overview for the latest quote and fund facts.
IJK performance FAQ
What is the IJK return over the past year?
IJK returned +11.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.6%.
What is the average annual return of IJK?
IJK has returned +5.8% a year over 5 years, +10.6% a year over 10 years, +8.3% a year since July 28, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJK be worth?
$10,000 invested in IJK at its first recorded close on July 28, 2000 would be worth about $81,908 on October 23, 2026 with distributions reinvested.
What was the worst year for IJK?
The worst calendar year was 2008, with a total return of −37.4%. The best was 2009 at +41.1%.
What is the biggest drawdown of IJK?
The largest peak-to-trough decline was −54.5% between June 5, 2008 and November 20, 2008. It recovered to the old high on November 4, 2010, 2.0 years after the bottom.
How volatile is IJK?
Over the past 3 years IJK had an annualized volatility of 16.3% and a Sharpe ratio of 0.72 (excess return over 1–3 month T-bills per unit of risk).