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IJR
$139.68+0.54%
as of close, Oct 27, 2026
☾ AH $139.68 +0.54%
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IJR return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

2000 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$2,742Oct 27, 20262.7× 

$1,000 invested in IJR on October 27, 2016 was worth $2,742 on October 27, 2026, with dividends reinvested.

That’s 10.6% a year compounded (CAGR) over 10 years: 2.7 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: IJR trailed both the S&P 500 and the Nasdaq-100.

Price only$2,363if dividends were spent
Biggest fall−44.4%Aug 31, 2018 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,742on $1,000 put in

How this period ranks#

Better than 64% of all 198 periods of 10 years since 2000.

Your dates
−40%0%70%
Worst: 4.5% a year, Aug 2000 to Aug 2010Best: 18.2% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in IJR, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$870 · Mar 2020$
$1,000$2,000$4,000$2,742
20182020202220242026

How far IJR was below its previous high. The biggest fall: −44.4% from Aug 31, 2018 to Mar 23, 2020, back to the high by Nov 24, 2020.

−44.4% from its high
high−44%

Your one buy. $1,000 on October 27, 2016, worth $2,742 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

2.7×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k
20052010201520202025

$1,000 invested in IJR, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$2,3352.3×9.0%
2018$2,0602.1×8.5%
2019$2,2582.3×11.0%
2020$1,8451.8×9.4%
2021$1,6751.7×9.3%
2022$1,2971.3×5.5%
2023$1,5671.6×12.5%
2024$1,3541.4×11.4%
2025$1,2441.2×12.8%
2026$1,1601.2×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IJR data begins May 26, 2000; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live IJR chart and fundamentals on the IJR quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in IJR be worth today?
$1,000 invested in IJR on October 27, 2016 would be worth $2,742 on October 27, 2026, with dividends reinvested — 10.6% a year compounded (CAGR).
How far back does the IJR calculator go?
IJR data begins May 26, 2000, with a close every session. Pick any start and end date in that span — 26 years, 5 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.