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iShares Morningstar Large-Cap ETF (JKD)

ETF · Currency in USD · Last updated May 21, 2022

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-Cap
  • Asset 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


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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.


JKD (iShares Morningstar Large-Cap ETF)
Benchmark (^GSPC)

JKDReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
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


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JKDSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Morningstar Large-Cap ETF Sharpe ratio is -0.45. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


JKD (iShares Morningstar Large-Cap ETF)
Benchmark (^GSPC)

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.


PeriodTTM202120202019201820172016201520142013201220112010
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.


JKD (iShares Morningstar Large-Cap ETF)
Benchmark (^GSPC)

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, 2021276May 19, 2022
-35.3%Feb 13, 202027Mar 23, 202095Aug 6, 2020122
-20.69%Oct 4, 201856Dec 24, 201889May 3, 2019145
-17.57%May 3, 201170Aug 10, 2011113Jan 23, 2012183
-15.06%Apr 26, 201049Jul 2, 2010106Dec 2, 2010155
-13.27%May 20, 2015185Feb 11, 201646Apr 19, 2016231
-10.2%Jan 29, 201839Mar 23, 2018108Aug 27, 2018147
-9.42%Apr 3, 201243Jun 4, 201251Aug 15, 201294
-8.89%Sep 3, 202041Oct 30, 20208Nov 11, 202049
-7.66%May 6, 201919May 31, 201923Jul 3, 201942

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.


JKD (iShares Morningstar Large-Cap ETF)
Benchmark (^GSPC)

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