Analysis for iShares Core S&P Mid-Cap ETF
Analysis summary
iShares Core S&P Mid-Cap ETF (IJH) currently has a total score of 61 points, placing it in the strong range. The score is made up of Performance (52), Stability (77) and Trend (61). The profile is clearly uneven: Stability stands out while Performance is more neutral.
Performance scores 52 points (neutral). Most supportive metric: 10Y return at 183.9 %. Weaker metric: 5Y return at 41.4 %.
Stability scores 77 points (strong). Best-ranked metric: max drawdown (5Y) at -24.6 %. Main drag: return/volatility ratio at 0.54. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 61 points (strong). Key strength: trend strength at 0.88. Main drag: 12M momentum at 9.9 %.
Overall, the profile has a clear strength in Stability, while Performance is the main limiter. On a metric level, max drawdown (5Y) stands out, while 5Y return lags.
(Historical evaluation, not investment advice.)
Metrics
Performance
Stability
FAQ
- What investor type does iShares Core S&P Mid-Cap ETF fit best in FoxScore?
- iShares Core S&P Mid-Cap ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
- How meaningful is the available history for iShares Core S&P Mid-Cap ETF?
- iShares Core S&P Mid-Cap ETF currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.