iShares S&P Small-Cap 600 Growth ETF (IJT) Performance
IJT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.8% since Dec 31, 2025
- 1 year
- +13.9% total return
- 5 years
- +4.7% a year
- 10 years
- +10.3% a year
- Since first price
- +9.2% a year since 2000
IJT trailing returns vs SPY, QQQ, AGG
| Period | IJT 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 | −5.9% | −6.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.5% | +1.1% | +7.8% | +8.4% | −1.5% |
| YTD | +14.8% | +14.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.9% | +13.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +59.4%+16.8%/yr | +55.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +26.0%+4.7%/yr | +20.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +166.8%+10.3%/yr | +143.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +426.2%+11.7%/yr | +355.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +516.8%+9.5%/yr | +418.0% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 28, 2000 | +916.8%+9.2%/yr | +729.9% | — | — | — |
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: IJT vs SPY
From Jul 28, 2000: IJT grew to $101,678, SPY to $85,152.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IJT returns by calendar year
20 of 25 full years positive. Best 2013 (+42.3%), worst 2008 (−33.4%). 2026 is year to date.
IJT annual returns table
| Year | IJT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.8% | −11.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.3% | −23.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +9.3% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.1% | −14.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.3% | −27.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.4% | −9.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +19.2% | −40.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +21.0% | −9.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.4% | −27.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +14.5% | −6.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +22.1% | −11.1% | +12.0% | +7.1% | +2.4% |
| 2015 | +2.7% | −12.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +4.0% | −12.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +42.3% | −5.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.5% | −10.6% | +16.0% | +18.1% | +3.8% |
| 2011 | +3.3% | −26.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +28.2% | −16.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.8% | −31.7% | +26.4% | +54.7% | +3.0% |
| 2008 | −33.4% | −48.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.7% | −12.8% | +5.1% | +19.0% | +6.6% |
| 2006 | +10.5% | −14.1% | +15.8% | +7.1% | +3.9% |
| 2005 | +9.0% | −11.1% | +4.8% | +1.6% | +2.3% |
| 2004 | +21.2% | −12.7% | +10.7% | +10.5% | +3.8% |
| 2003 | +37.0% | −12.9% | +28.2% | +49.7% | — |
| 2002 | −15.1% | −31.2% | −21.6% | −37.4% | — |
| 2001 | −1.8% | −25.7% | −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.
IJT largest drawdowns
Now 9.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 10, 2007 | −57.6% | Mar 9, 2009 | Dec 21, 2010 | 1.4 years | 3.2 years |
| Aug 31, 2018 | −42.0% | Mar 23, 2020 | Nov 16, 2020 | 1.6 years | 2.2 years |
| Sep 1, 2000 | −36.3% | Oct 9, 2002 | Nov 28, 2003 | 2.1 years | 3.2 years |
| Nov 8, 2021 | −29.2% | Sep 26, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
| Nov 25, 2024 | −27.4% | Apr 8, 2025 | Jan 15, 2026 | 4 months | 1.1 years |
| Jul 7, 2011 | −26.5% | Oct 3, 2011 | Mar 26, 2012 | 3 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IJT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +14.5% | +5.3% | +9.9% | +9.2% |
| Volatility (annualized) | 19.4% | 20.5% | 20.5% | 19.2% |
| Sharpe ratio | 0.57 | 0.18 | 0.45 | — |
| Sortino ratio | 1.02 | 0.28 | 0.69 | — |
| Best month | +12.2% | +12.2% | +17.3% | +17.3% |
| Worst month | −9.2% | −10.2% | −20.1% | −21.5% |
| Best 12 months | +35.3% | +35.3% | +87.5% | +87.5% |
| Worst 12 months | −4.5% | −21.3% | −21.9% | −42.0% |
| Positive months | 56% | 53% | 62% | 62% |
| Beta vs S&P 500 | 1.08 | 1.05 | 1.12 | — |
| Correlation with S&P 500 | 0.69 | 0.81 | 0.84 | — |
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.
IJT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −42.0% | +10.8% | +87.5% | 73% |
| 3-year (a year) | 280 | −16.4% | +11.1% | +32.1% | 89% |
| 5-year (a year) | 256 | −4.8% | +10.1% | +28.4% | 98% |
| 10-year (a year) | 196 | +2.8% | +10.2% | +18.9% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IJT performance overview
iShares S&P Small-Cap 600 Growth ETF (IJT) returned +13.9% 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 +9.2% a year, turning $10,000 into about $101,678. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −57.6%, from Oct 10, 2007 to Mar 9, 2009, and it took 1.8 years to get back to the old high. IJT finished 20 of its 25 full calendar years with a gain; the best year was 2013 (+42.3%) and the worst 2008 (−33.4%). Volatility has been 19.2% a year.
Related: IJT chart, IJT dividends. See the IJT overview for the latest quote and fund facts.
IJT performance FAQ
What is the IJT return over the past year?
IJT returned +13.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.0%.
What is the average annual return of IJT?
IJT has returned +4.7% a year over 5 years, +10.3% a year over 10 years, +9.2% a year since July 28, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IJT be worth?
$10,000 invested in IJT at its first recorded close on July 28, 2000 would be worth about $101,678 on October 23, 2026 with distributions reinvested.
What was the worst year for IJT?
The worst calendar year was 2008, with a total return of −33.4%. The best was 2013 at +42.3%.
What is the biggest drawdown of IJT?
The largest peak-to-trough decline was −57.6% between October 10, 2007 and March 9, 2009. It recovered to the old high on December 21, 2010, 1.8 years after the bottom.
How volatile is IJT?
Over the past 3 years IJT had an annualized volatility of 19.4% and a Sharpe ratio of 0.57 (excess return over 1–3 month T-bills per unit of risk).