ISHARES CORE S&P SMALL-CAP ETF
Symbol: IJR
Exchange: NYSE
Sector: Financial_Services
Category: Small Blend
Inception date: 22/05/2000
Latest date: 17/07/2026
Current price: $146.02
Expense ratio: 0.06%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
3.80%
Ann. -34.53% (Sharpe / Sortino numerator)
Volatility
20.94%
Sharpe ratio
-1.822
VaR 95%
-1.94%
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
8.18%
Ann. 14.31% (Sharpe / Sortino numerator)
Volatility
18.58%
Sharpe ratio
0.575
VaR 95%
-1.88%
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
15.67%
Ann. 11.22% (Sharpe / Sortino numerator)
Volatility
18.43%
Sharpe ratio
0.412
VaR 95%
-1.88%
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
31.06%
Ann. 19.45% (Sharpe / Sortino numerator)
Volatility
22.60%
Sharpe ratio
0.700
VaR 95%
-1.95%
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
29.83%
Ann. 9.83% (Sharpe / Sortino numerator)
Volatility
21.10%
Sharpe ratio
0.294
VaR 95%
-1.91%
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
49.80%
Ann. 10.81% (Sharpe / Sortino numerator)
Volatility
20.49%
Sharpe ratio
0.350
VaR 95%
-1.85%
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: 17/07/2025 - 17/07/2026.
Average daily return
0.114%
Best day
3.838%
Worst day
-3.12%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 17/07/2026 | $145.46 | $147.10 | $145.32 | $146.02 | 3,998,400 |
| 16/07/2026 | $145.80 | $147.94 | $145.66 | $147.16 | 3,635,200 |
| 15/07/2026 | $145.66 | $146.97 | $145.64 | $146.16 | 2,931,800 |
| 14/07/2026 | $145.96 | $146.25 | $144.84 | $145.38 | 2,445,800 |
| 13/07/2026 | $145.28 | $146.07 | $144.61 | $144.99 | 2,552,800 |
| 10/07/2026 | $145.58 | $146.00 | $144.75 | $145.56 | 2,329,600 |
| 09/07/2026 | $144.67 | $145.88 | $144.42 | $145.47 | 2,086,600 |
| 08/07/2026 | $144.48 | $144.89 | $142.92 | $143.69 | 2,946,400 |
| 07/07/2026 | $146.69 | $147.08 | $145.02 | $145.39 | 3,142,000 |
| 06/07/2026 | $146.57 | $147.52 | $146.56 | $146.81 | 2,668,000 |