iShares Morningstar Large-Cap Growth ETF (JKE)
- ISIN
- US4642871192
- CUSIP
- 464287119
- Issuer
- iShares
- Inception Date
- Jun 28, 2004
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Expense Ratio
- 0.25%
- Index Tracked
- Morningstar Large Growth Index
- ETF Home Page
- www.ishares.com
- Asset Class
- Equity
Asset Class Size
- Large-Cap
Asset Class Style
- Growth
JKEPrice Chart
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JKEPerformance
The chart shows the growth of $10,000 invested in iShares Morningstar Large-Cap Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,119 for a total return of roughly 21.19%. All prices are adjusted for splits and dividends.
JKEReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 4.29% | 3.44% |
| 6M | 18.84% | 12.26% |
| YTD | 24.59% | 25.17% |
| 1Y | 30.72% | 31.41% |
| 5Y | -9.82% | 16.37% |
| 10Y | 1.54% | 15.06% |
JKEMonthly Returns Heatmap
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JKEDividends
iShares Morningstar Large-Cap Growth ETF doesn't pay dividends
JKEDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
JKEWorst Drawdowns
The table below shows the maximum drawdowns of the iShares Morningstar Large-Cap Growth 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 Growth ETF is 82.13%, recorded on May 4, 2020. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.13% | Feb 20, 2020 | 52 | May 4, 2020 | — | — | — |
| -20.89% | Oct 2, 2018 | 58 | Dec 24, 2018 | 70 | Apr 5, 2019 | 128 |
| -17.83% | Jul 25, 2011 | 50 | Oct 3, 2011 | 85 | Feb 3, 2012 | 135 |
| -17.1% | Apr 16, 2010 | 55 | Jul 2, 2010 | 84 | Nov 1, 2010 | 139 |
| -16.58% | Jul 21, 2015 | 143 | Feb 11, 2016 | 239 | Jan 24, 2017 | 382 |
| -9.91% | Apr 4, 2012 | 41 | Jun 1, 2012 | 67 | Sep 6, 2012 | 108 |
| -9.82% | Sep 20, 2012 | 39 | Nov 15, 2012 | 76 | Mar 8, 2013 | 115 |
| -9.54% | Jan 29, 2018 | 9 | Feb 8, 2018 | 21 | Mar 12, 2018 | 30 |
| -8.83% | Jan 11, 2010 | 20 | Feb 8, 2010 | 25 | Mar 16, 2010 | 45 |
| -8.32% | Mar 13, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
JKEVolatility Chart
Current iShares Morningstar Large-Cap Growth ETF volatility is 12.64%. 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 Growth ETF
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