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iShares Morningstar Large-Cap Growth ETF (JKE)

ETF · Currency in USD · Last updated May 17, 2022

JKE is a passive ETF by iShares tracking the investment results of the Morningstar Large Growth Index. JKE launched on Jun 28, 2004 and has a 0.25% expense ratio.

ETF Info

  • ISINUS4642871192
  • CUSIP464287119
  • IssueriShares
  • Inception DateJun 28, 2004
  • RegionNorth America (U.S.)
  • CategoryLarge Cap Growth Equities
  • Expense Ratio0.25%
  • Index TrackedMorningstar Large Growth Index
  • ETF Home Pagewww.ishares.com
  • Asset ClassEquity
  • Asset Class Size

    Large-Cap
  • Asset Class Style

    Growth

Trading Data

  • Previous Close$52.66
  • Year Range$51.43 - $73.24
  • EMA (50)$59.21
  • EMA (200)$67.19
  • Average Volume$112.44K

JKEShare Price 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 $9,726 for a total return of roughly -2.74%. All prices are adjusted for splits and dividends.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (^GSPC)

JKEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-13.53%-8.76%
YTD-26.68%-15.91%
6M-27.09%-14.41%
1Y-11.64%-3.97%
5Y-17.17%10.80%
10Y-2.24%11.92%

JKEMonthly Returns Heatmap


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JKESharpe 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 Growth ETF Sharpe ratio is -0.47. 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.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (^GSPC)

JKEDividend History

iShares Morningstar Large-Cap Growth ETF granted a 0.57% dividend yield in the last twelve months, as of May 17, 2022. The annual payout for that period amounted to $0.30 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.30$0.33$0.80$1.02$1.29$1.40$1.16$1.19$0.98$0.94$0.97$0.60$0.48

Dividend yield

0.57%0.45%0.28%0.49%0.82%0.91%0.98%1.03%0.91%1.00%1.35%0.99%0.81%

JKEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (^GSPC)

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 83.50%, recorded on May 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.5%Feb 16, 2021314May 12, 2022
-31.6%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-20.72%Oct 2, 201858Dec 24, 201868Apr 3, 2019126
-17.64%Jul 25, 201150Oct 3, 201185Feb 3, 2012135
-16.92%Apr 16, 201055Jul 2, 201079Oct 25, 2010134
-16.14%Jul 21, 2015143Feb 11, 2016227Jan 6, 2017370
-11.59%Sep 3, 202014Sep 23, 202051Dec 4, 202065
-9.91%Apr 4, 201241Jun 1, 201254Aug 17, 201295
-9.54%Jan 29, 20189Feb 8, 201821Mar 12, 201830
-9.54%Sep 20, 201239Nov 15, 201263Feb 19, 2013102

JKEVolatility Chart

Current iShares Morningstar Large-Cap Growth ETF volatility is 49.63%. 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.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (^GSPC)

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