Summary
IJK
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 31.19% Volatility 22.24% Sharpe 0.74
Official loaded data — not a live quote.

ISHARES S&P MID-CAP 400 GROWTH ETF

Symbol: IJK

Exchange: NYSE

Sector: Industrials

Category: Mid-Cap Growth

Inception date: 24/07/2000

Latest date: 02/06/2026

Current price: $115.01

Expense ratio: 0.17%

Assets under management
$10.6B
0.94% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

5.66%

Ann. -46.91% (Sharpe / Sortino numerator)

Volatility

26.83%

Sharpe ratio

-1.883

VaR 95%

-2.60%

CVaR 95%: -2.74%
Max drawdown: -7.98%
Sortino ratio: -3.198
Calmar ratio: -5.88

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.56%

Ann. 15.17% (Sharpe / Sortino numerator)

Volatility

20.98%

Sharpe ratio

0.550

VaR 95%

-2.28%

CVaR 95%: -2.58%
Max drawdown: -9.92%
Sortino ratio: 0.838
Calmar ratio: 1.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.61%

Ann. 12.60% (Sharpe / Sortino numerator)

Volatility

18.97%

Sharpe ratio

0.473

VaR 95%

-2.14%

CVaR 95%: -2.52%
Max drawdown: -9.92%
Sortino ratio: 0.730
Calmar ratio: 1.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

31.19%

Ann. 20.02% (Sharpe / Sortino numerator)

Volatility

22.24%

Sharpe ratio

0.737

VaR 95%

-1.95%

CVaR 95%: -3.15%
Max drawdown: -9.92%
Sortino ratio: 1.005
Calmar ratio: 2.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

31.82%

Ann. 7.28% (Sharpe / Sortino numerator)

Volatility

20.16%

Sharpe ratio

0.181

VaR 95%

-2.02%

CVaR 95%: -2.88%
Max drawdown: -25.63%
Sortino ratio: 0.258
Calmar ratio: 0.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

63.85%

Ann. 13.48% (Sharpe / Sortino numerator)

Volatility

18.64%

Sharpe ratio

0.528

VaR 95%

-1.74%

CVaR 95%: -2.58%
Max drawdown: -25.63%
Sortino ratio: 0.774
Calmar ratio: 0.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.114%

Best day

3.663%

06/02/2026
Worst day

-2.844%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $113.94 $115.04 $113.89 $115.01 152,900
01/06/2026 $113.45 $114.54 $112.62 $114.15 270,400
29/05/2026 $113.92 $114.45 $113.50 $114.07 106,000
28/05/2026 $113.07 $114.10 $112.29 $113.55 171,200
27/05/2026 $114.39 $114.39 $113.24 $113.35 134,000
26/05/2026 $113.11 $114.10 $112.58 $114.10 540,000
22/05/2026 $111.47 $112.21 $111.01 $111.83 1,688,400
21/05/2026 $110.09 $111.31 $109.38 $110.85 219,000
20/05/2026 $109.26 $110.78 $108.33 $110.60 342,100
19/05/2026 $108.98 $109.25 $107.75 $108.57 166,500