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
US4642871275
464287127
Jun 28, 2004
North America (U.S.)
1x
Morningstar Large Core Index
Large-Cap
Growth
Expense Ratio
JKD has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares Morningstar Large-Cap ETF (JKD) returned 0.80% year-to-date (YTD) and 13.34% over the past 12 months. Over the past 10 years, JKD returned -2.94% annually, underperforming the S&P 500 benchmark at 10.85%.
JKD
0.80%
6.50%
-2.19%
13.34%
12.66%
-13.55%
-2.94%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JKD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.07% | -1.67% | -6.07% | -0.57% | 6.50% | 0.80% | |||||||
| 2024 | 1.54% | 5.47% | 2.91% | -4.14% | 4.79% | 3.26% | 1.16% | 2.42% | 1.73% | -0.78% | 6.41% | -2.97% | 23.42% |
| 2023 | 6.50% | -2.34% | 3.03% | 1.22% | 0.68% | 6.24% | 3.42% | -1.61% | -5.24% | -2.15% | 9.37% | 4.33% | 24.92% |
| 2022 | -5.83% | -2.73% | 3.32% | -9.29% | -0.14% | -8.73% | 9.43% | -3.87% | -9.64% | 7.84% | 5.41% | -6.23% | -20.73% |
| 2021 | -1.61% | 1.50% | 3.58% | -73.68% | 0.42% | 2.45% | 2.15% | 2.98% | -5.02% | 6.89% | -1.22% | 3.64% | -69.37% |
| 2020 | 0.68% | -8.92% | -12.87% | 11.46% | 4.74% | 2.32% | 7.42% | 7.93% | -3.30% | -3.67% | 10.59% | 4.73% | 19.40% |
| 2019 | 6.96% | 3.31% | 2.10% | 4.76% | -7.24% | 7.31% | 1.44% | -1.10% | 1.85% | 2.21% | 4.50% | 3.34% | 32.68% |
| 2018 | 3.61% | -3.39% | -3.21% | -0.40% | 1.85% | -0.56% | 5.06% | 3.66% | 0.93% | -6.14% | 0.10% | -9.34% | -8.51% |
| 2017 | 1.85% | 4.77% | 0.64% | 0.68% | 2.24% | 0.74% | 0.81% | 1.43% | 1.19% | 2.25% | 3.13% | 0.49% | 22.09% |
| 2016 | -5.47% | 0.45% | 5.80% | 1.22% | 1.22% | 1.08% | 4.05% | 0.51% | 0.41% | -1.16% | 2.93% | 2.34% | 13.75% |
| 2015 | -4.33% | 5.33% | -2.14% | 0.94% | 1.50% | -2.33% | 1.88% | -6.29% | -2.50% | 8.59% | -0.27% | -0.74% | -1.26% |
| 2014 | -3.28% | 3.68% | 2.76% | -0.21% | 2.40% | 1.21% | -1.79% | 3.58% | -0.06% | 3.65% | 4.09% | -0.09% | 16.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JKD is 50, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Morningstar Large-Cap ETF (JKD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Morningstar Large-Cap ETF provided a 1.22% dividend yield over the last twelve months, with an annual payout of $1.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.00 | $0.96 | $0.24 | $0.24 | $0.20 | $0.68 | $1.04 | $0.77 | $0.72 | $0.65 | $0.73 | $0.57 |
Dividend yield | 1.22% | 1.19% | 0.37% | 0.46% | 0.30% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% | 1.86% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Morningstar Large-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | |||||||
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.96 |
| 2023 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.24 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.20 |
| 2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $1.04 |
| 2018 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.77 |
| 2017 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.72 |
| 2016 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.21 | $0.65 |
| 2015 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.30 | $0.73 |
| 2014 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.57 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Morningstar Large-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Morningstar Large-Cap ETF was 79.17%, occurring on Oct 12, 2022. The portfolio has not yet recovered.
The current iShares Morningstar Large-Cap ETF drawdown is 65.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.17% | Apr 19, 2021 | 376 | Oct 12, 2022 | — | — | — |
| -51.54% | Dec 11, 2007 | 312 | Mar 9, 2009 | 734 | Feb 3, 2012 | 1046 |
| -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 |
| -13.27% | May 20, 2015 | 185 | Feb 11, 2016 | 46 | Apr 19, 2016 | 231 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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