Summary
IJT
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 27.49% Volatility 22.11% Sharpe 0.61
Official loaded data — not a live quote.

ISHARES S&P SMALL-CAP 600 GROWTH ETF

Symbol: IJT

Exchange: NASDAQ

Sector: Industrials

Category: Small Growth

Inception date: 24/07/2000

Latest date: 17/07/2026

Current price: $172.88

Expense ratio: 0.18%

Assets under management
$8.2B
0.65% daily change

Period performance

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

Adjusted return
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Performance metrics

Period total return

3.20%

Ann. -36.64% (Sharpe / Sortino numerator)

Volatility

24.49%

Sharpe ratio

-1.644

VaR 95%

-2.31%

CVaR 95%: -2.38%
Max drawdown: -7.93%
Sortino ratio: -3.058
Calmar ratio: -4.62

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

8.33%

Ann. 12.52% (Sharpe / Sortino numerator)

Volatility

19.57%

Sharpe ratio

0.454

VaR 95%

-2.00%

CVaR 95%: -2.27%
Max drawdown: -9.08%
Sortino ratio: 0.717
Calmar ratio: 1.38

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

16.51%

Ann. 7.51% (Sharpe / Sortino numerator)

Volatility

18.65%

Sharpe ratio

0.208

VaR 95%

-1.98%

CVaR 95%: -2.33%
Max drawdown: -9.08%
Sortino ratio: 0.333
Calmar ratio: 0.83

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

27.49%

Ann. 17.05% (Sharpe / Sortino numerator)

Volatility

22.11%

Sharpe ratio

0.607

VaR 95%

-1.96%

CVaR 95%: -3.02%
Max drawdown: -9.08%
Sortino ratio: 0.852
Calmar ratio: 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

26.77%

Ann. 8.30% (Sharpe / Sortino numerator)

Volatility

21.01%

Sharpe ratio

0.222

VaR 95%

-1.91%

CVaR 95%: -2.88%
Max drawdown: -27.41%
Sortino ratio: 0.331
Calmar ratio: 0.30

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

50.14%

Ann. 11.23% (Sharpe / Sortino numerator)

Volatility

20.03%

Sharpe ratio

0.380

VaR 95%

-1.82%

CVaR 95%: -2.68%
Max drawdown: -27.41%
Sortino ratio: 0.592
Calmar ratio: 0.41

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.

Methodology: adjusted prices + daily simple return
Average daily return

0.103%

Best day

3.505%

31/03/2026
Worst day

-2.784%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $171.77 $173.92 $171.48 $172.88 79,800
16/07/2026 $173.68 $175.48 $173.47 $174.08 52,100
15/07/2026 $173.78 $174.64 $173.35 $174.00 84,400
14/07/2026 $173.90 $174.17 $172.80 $173.27 73,400
13/07/2026 $173.89 $173.90 $172.17 $172.55 188,600
10/07/2026 $174.79 $175.47 $173.59 $174.29 73,600
09/07/2026 $173.88 $175.55 $173.88 $174.95 237,600
08/07/2026 $173.42 $174.00 $171.72 $172.88 180,200
07/07/2026 $176.44 $176.64 $174.22 $174.92 256,700
06/07/2026 $176.02 $177.67 $176.02 $176.92 458,400