IJR (iShares Core S&P Small-Cap ETF) — over the past 10 years it returned about 10.4% annualized on a total-return basis, yields roughly 1.13%, and had a worst drawdown near -44.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $29,805 today.
Sortino
0.76
Volatility
22.5%
$10k → today
$29,805
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.02 | — |
| 2021 | $1.75 | 71.3% |
| 2022 | $1.34 | -23.7% |
| 2023 | $1.42 | 6.3% |
| 2024 | $2.37 | 66.3% |
| 2025 | $1.73 | -27.0% |
Risk & return vs the S&P 500
| Metric | IJR | SPY |
|---|---|---|
| CAGR | 10.4% | 14.2% |
| Volatility | 22.5% | 17.9% |
| Sharpe | 0.56 | 0.83 |
| Sortino | 0.76 | 1.01 |
| Max drawdown | -44.4% | -33.7% |
| Dividend yield | 1.13% | 1.02% |