iShares S&P Small-Cap 600 Value ETF
Provider: iShares
iShares S P SmallCap 600 Value ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the S P SmallCap 600 Value Index. The Fund uses a Representative sampling strategy to track the Index. The Index measures the performance of the small capitalization value sector of the US equity market.
| Annualised Return | 7.49% |
| Realised Volatility | 21.31% |
| Downside Volatility | 14.69% |
| Max Drawdown | -54.14% |
| Winning months | 62.28% |
| Sharpe Ratio | 0.35 |
| Sortino Ratio | 0.51 |
| Calmar Ratio | 0.14 |
| Viking Ratio | 0.12 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.71% | -5.4% | -6.39% | -5.81% | 4.27% | 4.38% | 1.38% | 8.62% | 1.42% | -0.35% | 2.87% | -0.19% | 5.51% |
| 2024 | -5.45% | 2.37% | 3.38% | -6.5% | 4.56% | -2.71% | 11.79% | -1.38% | 0.92% | -1.76% | 10.77% | -6.87% | 7.33% |
| 2023 | 11.95% | -1.73% | -6.49% | -2.39% | -3.66% | 8.5% | 6.03% | -5.01% | -6.29% | -6.36% | 9.07% | 13.34% | 14.68% |
| 2022 | -4.4% | 2.28% | 0.5% | -6.38% | 2.32% | -8.97% | 8.53% | -4.16% | -10.42% | 14.4% | 3.81% | -6.49% | -11.34% |
| 2021 | 6.25% | 10.8% | 5.62% | 1.69% | 3.9% | -0.71% | -4.36% | 1.82% | -1.45% | 2.86% | -2.62% | 4.11% | 30.53% |
| 2020 | -6.31% | -10.15% | -25.76% | 13.89% | 2.55% | 3.58% | 2.58% | 5.07% | -5.19% | 3.66% | 19.21% | 7.5% | 2.63% |
| 2019 | 12.26% | 4.13% | -3.91% | 4.32% | -9.98% | 7.66% | 1.3% | -5.14% | 5.57% | 2% | 2.71% | 2.84% | 24.11% |
| 2018 | 1.33% | -4.04% | 1.36% | 1.76% | 5.87% | 0.8% | 2.62% | 3.14% | -3.05% | -9.94% | 0.57% | -12.39% | -12.86% |
| 2017 | -1.21% | 1.35% | -0.65% | 0.51% | -2.26% | 2.96% | 0.75% | -2.72% | 8.58% | 0.59% | 3.76% | -0.37% | 11.35% |
| 2016 | -5.85% | 2.08% | 9.41% | 2.13% | 0.44% | 0.83% | 5.06% | 1.13% | 0.87% | -3.74% | 13.34% | 3.2% | 31.23% |
| 2015 | -5.32% | 5.86% | 1.02% | -1.82% | 0.75% | 0.42% | -2.7% | -4.62% | -3.77% | 6.57% | 2.47% | -5.08% | -6.91% |
| 2014 | -3.69% | 4.64% | 1.3% | -2.26% | 0.64% | 3.82% | -5.07% | 4.46% | -5.96% | 7.15% | 0.48% | 2.56% | 7.37% |
| 2013 | 5.39% | 1.59% | 4.1% | 0.13% | 4.29% | -0.14% | 6.56% | -3.41% | 6.6% | 3.49% | 4.13% | 1.58% | 39.59% |
| 2012 | 7.9% | 1.71% | 2.9% | -1.91% | -7.18% | 4.55% | -0.69% | 4.08% | 3.13% | -1.96% | 1.67% | 3.54% | 18.26% |
| 2011 | -0.24% | 4.21% | 2.21% | 1.06% | -1.77% | -1.59% | -2.77% | -7.98% | -10.56% | 15.34% | 0.63% | 2.02% | -1.63% |
| 2010 | -2.54% | 4.76% | 7.8% | 6.63% | -8.54% | -8.27% | 6.71% | -7.91% | 10.94% | 4.04% | 2.47% | 8.97% | 24.7% |
| 2009 | -13.94% | -13.03% | 7.6% | 18.89% | 0.67% | 1.52% | 11% | 3.48% | 4.2% | -6.07% | 2.9% | 8.1% | 22.37% |
| 2008 | -4% | -3.36% | 0.83% | 2.64% | 3.92% | -8.42% | 2.88% | 4.76% | -4.81% | -19.86% | -11.8% | 6.58% | -29.39% |
| 2007 | 1.88% | -0.92% | 0.91% | 1.84% | 4.63% | -2.25% | -6.26% | 1.33% | 0.32% | 1.06% | -7.15% | -0.72% | -5.81% |