Seasonal Evaluation for iShares Core S&P Mid-Cap ETF (IJH)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 65.00% | 50.00% | 85.00% |
| Median Return | 4.59% | 3.29% | 1.57% | 6.52% |
| Average Return | 7.31% | 4.70% | 6.25% | 5.96% |
| Maximum Gain | 14.48% | 24.06% | 19.66% | 24.39% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -29.69% | -15.43% | -19.88% | -25.74% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 57.50% | 67.50% | 67.50% |
| Median Return | 6.20% | 3.13% | 3.88% | 4.37% |
| Average Return | 6.54% | 5.32% | 5.91% | 6.06% |
| Maximum Gain | 24.39% | 24.06% | 24.06% | 24.39% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -29.69% | -19.88% | -29.69% | -25.74% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||