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α52
Alpha 52
Where AI meets Quant
IJR
120.78
+ 0.56%
iShares Core S&P Small-Cap ETF
Thematic ETF

Investment Metrics

Overall Rank

For each period (3M, 6M, 1Y), we assign colors to each metric by dividing its values into four equal quartiles. Additionally, a composite rank (1–10) is calculated using seven metrics per symbol for each period, splitting symbols into 10 equal-count quantiles, with 10 indicating the symbol is in the top quantile for the corresponding period and 1 the lowest.

Color Key

4th Quartile
3rd Quartile
2nd Quartile
1st Quartile

Performance Metrics

Metric 3M 6M 1Y
Return 2.28% 14.96% -1.48%
Price Trend -0.20 0.83 0.17

Risk Metrics

Metric 3M 6M 1Y
Volatility 9.52% 13.14% 23.00%
Max Drawdown -7.51% -7.51% -28.02%

Risk-Adjusted Metrics

Metric 3M 6M 1Y
Sharpe Ratio 0.14 0.98 -0.25
Calmar Ratio 0.30 1.99 -0.05
Sortino Ratio 0.22 1.68 -0.36
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