iShares Core S&P Small-Cap ETF (IJR) Performance
IJR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.0% since Dec 31, 2025
- 1 year
- +16.6% total return
- 5 years
- +5.7% a year
- 10 years
- +10.3% a year
- Since first price
- +9.9% a year since 2000
IJR trailing returns vs SPY, QQQ, AGG
| Period | IJR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.1% | +0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.3% | −4.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.6% | +2.0% | +7.8% | +8.4% | −1.5% |
| YTD | +16.0% | +15.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.6% | +15.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +62.9%+17.7%/yr | +55.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +31.8%+5.7%/yr | +21.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +166.3%+10.3%/yr | +129.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +430.4%+11.8%/yr | +326.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +466.6%+9.1%/yr | +331.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +1,101.0%+9.9%/yr | +766.7% | — | — | — |
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: IJR vs SPY
From May 26, 2000: IJR grew to $120,100, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJR returns by calendar year
19 of 25 full years positive. Best 2013 (+41.3%), worst 2008 (−31.5%). 2026 is year to date.
IJR annual returns table
| Year | IJR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.0% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.9% | −24.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.6% | −9.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.1% | −17.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −16.2% | −24.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.6% | −9.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +11.3% | −42.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.8% | −10.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.5% | −27.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.1% | −6.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +26.6% | −10.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.1% | −13.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +5.8% | −11.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +41.3% | −5.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.3% | −11.8% | +16.0% | +18.1% | +3.8% |
| 2011 | +0.8% | −26.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +26.6% | −19.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +25.9% | −33.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −31.5% | −48.1% | −36.8% | −41.7% | +7.9% |
| 2007 | −0.5% | −14.2% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.1% | −13.8% | +15.8% | +7.1% | +3.9% |
| 2005 | +7.5% | −10.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +22.4% | −11.1% | +10.7% | +10.5% | +3.8% |
| 2003 | +38.5% | −14.0% | +28.2% | +49.7% | — |
| 2002 | −14.3% | −33.6% | −21.6% | −37.4% | — |
| 2001 | +6.4% | −23.8% | −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.
IJR largest drawdowns
Now 7.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 19, 2007 | −58.2% | Mar 9, 2009 | Feb 7, 2011 | 1.6 years | 3.6 years |
| Aug 31, 2018 | −44.4% | Mar 23, 2020 | Nov 24, 2020 | 1.6 years | 2.2 years |
| Apr 16, 2002 | −33.6% | Oct 9, 2002 | Oct 14, 2003 | 6 months | 1.5 years |
| Nov 25, 2024 | −28.0% | Apr 8, 2025 | Dec 11, 2025 | 4 months | 1.0 years |
| Jul 7, 2011 | −26.6% | Oct 3, 2011 | Feb 3, 2012 | 3 months | 7 months |
| Nov 8, 2021 | −26.5% | Sep 26, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IJR risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +14.7% | +6.2% | +9.8% | +9.7% |
| Volatility (annualized) | 19.1% | 20.4% | 21.0% | 19.4% |
| Sharpe ratio | 0.59 | 0.22 | 0.44 | — |
| Sortino ratio | 1.05 | 0.34 | 0.67 | — |
| Best month | +12.8% | +12.8% | +18.2% | +18.2% |
| Worst month | −8.1% | −9.8% | −22.5% | −22.5% |
| Best 12 months | +38.8% | +38.8% | +96.0% | +96.0% |
| Worst 12 months | −4.9% | −18.8% | −26.1% | −42.3% |
| Positive months | 56% | 52% | 60% | 62% |
| Beta vs S&P 500 | 1.07 | 1.03 | 1.13 | — |
| Correlation with S&P 500 | 0.69 | 0.79 | 0.83 | — |
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.
IJR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −42.3% | +10.6% | +96.0% | 75% |
| 3-year (a year) | 282 | −17.2% | +10.6% | +31.0% | 89% |
| 5-year (a year) | 258 | −5.2% | +10.0% | +27.8% | 97% |
| 10-year (a year) | 198 | +4.6% | +9.8% | +18.2% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJR performance overview
iShares Core S&P Small-Cap ETF (IJR) returned +16.6% over the past year and +10.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +9.9% a year, turning $10,000 into about $120,100. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.2%, from Jul 19, 2007 to Mar 9, 2009, and it took 1.9 years to get back to the old high. IJR finished 19 of its 25 full calendar years with a gain; the best year was 2013 (+41.3%) and the worst 2008 (−31.5%). Volatility has been 19.4% a year.
Related: IJR chart, IJR dividends. See the IJR overview for the latest quote and fund facts.
IJR performance FAQ
What is the IJR return over the past year?
IJR returned +16.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.1%.
What is the average annual return of IJR?
IJR has returned +5.7% a year over 5 years, +10.3% a year over 10 years, +9.9% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJR be worth?
$10,000 invested in IJR at its first recorded close on May 26, 2000 would be worth about $120,100 on October 23, 2026 with distributions reinvested.
What was the worst year for IJR?
The worst calendar year was 2008, with a total return of −31.5%. The best was 2013 at +41.3%.
What is the biggest drawdown of IJR?
The largest peak-to-trough decline was −58.2% between July 19, 2007 and March 9, 2009. It recovered to the old high on February 7, 2011, 1.9 years after the bottom.
How volatile is IJR?
Over the past 3 years IJR had an annualized volatility of 19.1% and a Sharpe ratio of 0.59 (excess return over 1–3 month T-bills per unit of risk).