iShares Morningstar Large-Cap Growth ETF (JKE)
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-CapAsset 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.
JKEReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 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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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.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2021 | 314 | May 12, 2022 | — | — | — |
| -31.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -20.72% | Oct 2, 2018 | 58 | Dec 24, 2018 | 68 | Apr 3, 2019 | 126 |
| -17.64% | Jul 25, 2011 | 50 | Oct 3, 2011 | 85 | Feb 3, 2012 | 135 |
| -16.92% | Apr 16, 2010 | 55 | Jul 2, 2010 | 79 | Oct 25, 2010 | 134 |
| -16.14% | Jul 21, 2015 | 143 | Feb 11, 2016 | 227 | Jan 6, 2017 | 370 |
| -11.59% | Sep 3, 2020 | 14 | Sep 23, 2020 | 51 | Dec 4, 2020 | 65 |
| -9.91% | Apr 4, 2012 | 41 | Jun 1, 2012 | 54 | Aug 17, 2012 | 95 |
| -9.54% | Jan 29, 2018 | 9 | Feb 8, 2018 | 21 | Mar 12, 2018 | 30 |
| -9.54% | Sep 20, 2012 | 39 | Nov 15, 2012 | 63 | Feb 19, 2013 | 102 |
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.
Portfolios with iShares Morningstar Large-Cap Growth ETF
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