iShares S&P Small-Cap 600 Value ETF (IJS) Performance
IJS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.7% since Dec 31, 2025
- 1 year
- +18.8% total return
- 5 years
- +6.3% a year
- 10 years
- +9.7% a year
- Since first price
- +9.7% a year since 2000
IJS trailing returns vs SPY, QQQ, AGG
| Period | IJS 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 | −2.7% | −3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.5% | +2.7% | +7.8% | +8.4% | −1.5% |
| YTD | +16.7% | +15.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.8% | +17.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +65.0%+18.2%/yr | +57.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +35.8%+6.3%/yr | +25.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +153.2%+9.7%/yr | +116.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +404.6%+11.4%/yr | +299.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +390.0%+8.3%/yr | +259.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 28, 2000 | +1,043.5%+9.7%/yr | +684.0% | — | — | — |
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: IJS vs SPY
From Jul 28, 2000: IJS grew to $114,347, SPY to $85,152.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJS returns by calendar year
18 of 25 full years positive. Best 2003 (+39.7%), worst 2008 (−29.4%). 2026 is year to date.
IJS annual returns table
| Year | IJS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.7% | −9.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.5% | −25.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.3% | −8.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.7% | −21.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −11.3% | −22.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.5% | −12.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.6% | −45.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.1% | −11.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.9% | −27.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +11.3% | −7.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +31.2% | −9.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −6.9% | −14.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +7.6% | −11.1% | +13.5% | +19.2% | +6.0% |
| 2013 | +39.4% | −5.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +18.3% | −13.5% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.6% | −26.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.7% | −21.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +22.4% | −35.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −29.4% | −47.9% | −36.8% | −41.7% | +7.9% |
| 2007 | −5.6% | −17.4% | +5.1% | +19.0% | +6.6% |
| 2006 | +19.4% | −13.5% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.0% | −10.2% | +4.8% | +1.6% | +2.3% |
| 2004 | +22.6% | −9.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +39.7% | −16.2% | +28.2% | +49.7% | — |
| 2002 | −14.0% | −36.4% | −21.6% | −37.4% | — |
| 2001 | +11.7% | −21.9% | −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.
IJS largest drawdowns
Now 6.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −60.1% | Mar 9, 2009 | Feb 1, 2012 | 1.8 years | 4.7 years |
| Aug 22, 2018 | −47.7% | Mar 23, 2020 | Jan 6, 2021 | 1.6 years | 2.4 years |
| May 3, 2002 | −36.4% | Oct 9, 2002 | Nov 26, 2003 | 5 months | 1.6 years |
| Nov 25, 2024 | −28.6% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
| Nov 5, 2021 | −24.3% | Sep 30, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
| May 22, 2001 | −21.9% | Sep 21, 2001 | Dec 26, 2001 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IJS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +14.6% | +6.6% | +9.2% | +9.6% |
| Volatility (annualized) | 19.4% | 20.9% | 22.3% | 20.4% |
| Sharpe ratio | 0.58 | 0.24 | 0.40 | — |
| Sortino ratio | 1.01 | 0.38 | 0.61 | — |
| Best month | +13.3% | +14.4% | +19.2% | +19.2% |
| Worst month | −6.9% | −10.4% | −25.8% | −25.8% |
| Best 12 months | +43.0% | +43.0% | +104.2% | +104.2% |
| Worst 12 months | −5.6% | −16.7% | −30.9% | −43.0% |
| Positive months | 61% | 55% | 61% | 63% |
| Beta vs S&P 500 | 1.06 | 1.02 | 1.16 | — |
| Correlation with S&P 500 | 0.68 | 0.76 | 0.80 | — |
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.
IJS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −43.0% | +10.3% | +104.2% | 72% |
| 3-year (a year) | 280 | −18.3% | +10.4% | +31.2% | 86% |
| 5-year (a year) | 256 | −5.9% | +9.6% | +27.2% | 95% |
| 10-year (a year) | 196 | +5.5% | +9.0% | +17.3% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJS performance overview
iShares S&P Small-Cap 600 Value ETF (IJS) returned +18.8% over the past year and +9.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +9.7% a year, turning $10,000 into about $114,347. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −60.1%, from Jun 4, 2007 to Mar 9, 2009, and it took 2.9 years to get back to the old high. IJS finished 18 of its 25 full calendar years with a gain; the best year was 2003 (+39.7%) and the worst 2008 (−29.4%). Volatility has been 20.4% a year.
Related: IJS chart, IJS dividends. See the IJS overview for the latest quote and fund facts.
IJS performance FAQ
What is the IJS return over the past year?
IJS returned +18.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.1%.
What is the average annual return of IJS?
IJS has returned +6.3% a year over 5 years, +9.7% a year over 10 years, +9.7% a year since July 28, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJS be worth?
$10,000 invested in IJS at its first recorded close on July 28, 2000 would be worth about $114,347 on October 23, 2026 with distributions reinvested.
What was the worst year for IJS?
The worst calendar year was 2008, with a total return of −29.4%. The best was 2003 at +39.7%.
What is the biggest drawdown of IJS?
The largest peak-to-trough decline was −60.1% between June 4, 2007 and March 9, 2009. It recovered to the old high on February 1, 2012, 2.9 years after the bottom.
How volatile is IJS?
Over the past 3 years IJS had an annualized volatility of 19.4% and a Sharpe ratio of 0.58 (excess return over 1–3 month T-bills per unit of risk).