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S&P/Barra Style Funds

The S&P/Barra Indexes segment the market by both capitalizaion and value/growth. The family of six ETF's represent small-, mid-, and large-cap companies divided into growth or value based on the book-to-price ratio. The capitalization split is consistent with the S&P small-cap 600, mid-cap 400, and large-cap 500 indexes. And each company is categorized either value or growth. This is unlike some other indexes where a company can fall into both categories or neither category.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows. (Asc Desc).

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Viewing Thursday's Closing data.
NameSymbolRSf 1 Day5 Days1 Mth3 Mths 6 Mths1 YeardolVol21
iShares Small Cap 600/BARRA Value Index Fund IJS 82.83 -0.18 1.33 10.85 14.09 12.64 68.9 25m
iShares S&P MidCap 400 Value Index Fund IJJ 80.81 -0.43 1.62 7.74 11.32 12.28 67.87 13m
iShares S&P MidCap 400 Growth Index Fund IJK 79.12 -0.51 1.22 9.09 11.09 13.72 66.38 27m
iShares Small Cap 600/BARRA Growth Index Fund IJT 77.1 -0.23 1.13 8.79 11.81 12.83 65.49 8m
iShares S&P 500 Value Index Fund IVE 62.18 -0.05 1.66 6.91 6.66 9.58 52.96 21m
iShares S&P 500 Growth Index Fund IVW 50.62 -0.03 1.15 5.56 4.81 10.58 47.19 59m
6 funds listed.

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
as of Thursday's Close.
Symbol 03/1803/1203/0502/2602/1902/1102/0401/2801/2101/1301/0612/2912/19
IJS 82.884.383.380.075.166.659.964.554.651.549.551.551.1
IJJ 80.881.382.484.381.678.972.969.870.167.061.665.967.2
IJK 79.180.179.377.472.168.767.063.662.762.363.168.466.4
IJT 77.178.877.774.369.663.756.959.653.852.255.758.755.3
IVE 62.262.662.763.157.558.560.656.754.746.443.343.848.9
IVW 50.649.949.350.749.450.345.345.945.647.850.554.857.3
6 funds listed.

Symbols can be added or removed by changing the list below. Symbols should be separated by a space character. A maximum of 100 symbols can be included. If more than 100 are included then the list will be truncated. Click the Update button to refresh the page.

Any symbols marked with * are not shown in the data tables because they are either filtered out
by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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