iShares Morningstar Large-Cap ETF (JKD)
JKD is a passive ETF by iShares tracking the investment results of the Morningstar Large Core Index. JKD launched on Jun 28, 2004 and has a 0.20% expense ratio.
ETF Info
- ISINUS4642871275
- CUSIP464287127
- IssueriShares
- Inception DateJun 28, 2004
- RegionNorth America (U.S.)
- CategoryLarge Cap Growth Equities
- Expense Ratio0.20%
- Index TrackedMorningstar Large Core Index
- ETF Home Pagewww.ishares.com
- Asset ClassEquity
Asset Class Size
Large-CapAsset Class Style
Growth
Trading Data
- Previous Close$53.94
- Year Range$53.91 - $66.81
- EMA (50)$58.85
- EMA (200)$62.92
- Average Volume$29.16K
JKDShare Price Chart
Click Calculate to get results
JKDPerformance
The chart shows the growth of $10,000 invested in iShares Morningstar Large-Cap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,403 for a total return of roughly 4.03%. All prices are adjusted for splits and dividends.
JKDReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -11.45% | -11.18% |
| YTD | -19.09% | -18.16% |
| 6M | -18.74% | -16.80% |
| 1Y | -7.40% | -5.50% |
| 5Y | -16.62% | 10.38% |
| 10Y | -1.42% | 11.67% |
JKDMonthly Returns Heatmap
Click Calculate to get results
JKDDividend History
iShares Morningstar Large-Cap ETF granted a 1.49% dividend yield in the last twelve months, as of May 21, 2022. The annual payout for that period amounted to $0.80 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.80 | $1.26 | $2.73 | $4.14 | $3.10 | $2.88 | $2.62 | $2.49 | $2.28 | $2.03 | $1.76 | $1.51 | $1.27 |
Dividend yield | 1.49% | 1.89% | 1.26% | 2.28% | 2.26% | 1.93% | 2.13% | 2.31% | 2.09% | 2.18% | 2.52% | 2.54% | 2.21% |
JKDDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
JKDWorst Drawdowns
The table below shows the maximum drawdowns of the iShares Morningstar Large-Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the iShares Morningstar Large-Cap ETF is 77.27%, recorded on May 19, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.27% | Apr 19, 2021 | 276 | May 19, 2022 | — | — | — |
| -35.3% | Feb 13, 2020 | 27 | Mar 23, 2020 | 95 | Aug 6, 2020 | 122 |
| -20.69% | Oct 4, 2018 | 56 | Dec 24, 2018 | 89 | May 3, 2019 | 145 |
| -17.57% | May 3, 2011 | 70 | Aug 10, 2011 | 113 | Jan 23, 2012 | 183 |
| -15.06% | Apr 26, 2010 | 49 | Jul 2, 2010 | 106 | Dec 2, 2010 | 155 |
| -13.27% | May 20, 2015 | 185 | Feb 11, 2016 | 46 | Apr 19, 2016 | 231 |
| -10.2% | Jan 29, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -9.42% | Apr 3, 2012 | 43 | Jun 4, 2012 | 51 | Aug 15, 2012 | 94 |
| -8.89% | Sep 3, 2020 | 41 | Oct 30, 2020 | 8 | Nov 11, 2020 | 49 |
| -7.66% | May 6, 2019 | 19 | May 31, 2019 | 23 | Jul 3, 2019 | 42 |
JKDVolatility Chart
Current iShares Morningstar Large-Cap ETF volatility is 35.81%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.
Portfolios with iShares Morningstar Large-Cap ETF
Loading data...