Seasonal Analysis for iShares Core S&P Small Cap ETF (IJR)
The following two tables show the seasonal performance of iShares Core S&P Small Cap ETF, with the stock symbol IJR. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 70.00% | 50.00% | 80.00% |
| Median Return | 2.58% | 1.93% | 1.54% | 6.75% |
| Average Return | 4.30% | 3.26% | 7.61% | 7.55% |
| Maximum Gain | 18.40% | 22.42% | 18.08% | 31.22% |
| Gain Year | 2021 | 2009 | 2009 | 2020 |
| Maximum Loss | -32.77% | -14.09% | -19.91% | -25.67% |
| 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% | 60.00% | 72.50% | 65.00% |
| Median Return | 3.85% | 1.93% | 2.48% | 4.87% |
| Average Return | 5.75% | 4.65% | 3.76% | 7.57% |
| Maximum Gain | 31.22% | 22.42% | 22.42% | 31.22% |
| Gain Year | 2020 | 2009 | 2009 | 2020 |
| Maximum Loss | -32.77% | -19.91% | -32.77% | -25.67% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||