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iShares Morningstar Large-Cap Growth ETF (JKE)

ETF · Currency in USD
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.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (S&P 500)

JKEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M4.29%3.44%
6M18.84%12.26%
YTD24.59%25.17%
1Y30.72%31.41%
5Y-9.82%16.37%
10Y1.54%15.06%

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 1.74. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (S&P 500)

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.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (S&P 500)

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, 202052May 4, 2020
-20.89%Oct 2, 201858Dec 24, 201870Apr 5, 2019128
-17.83%Jul 25, 201150Oct 3, 201185Feb 3, 2012135
-17.1%Apr 16, 201055Jul 2, 201084Nov 1, 2010139
-16.58%Jul 21, 2015143Feb 11, 2016239Jan 24, 2017382
-9.91%Apr 4, 201241Jun 1, 201267Sep 6, 2012108
-9.82%Sep 20, 201239Nov 15, 201276Mar 8, 2013115
-9.54%Jan 29, 20189Feb 8, 201821Mar 12, 201830
-8.83%Jan 11, 201020Feb 8, 201025Mar 16, 201045
-8.32%Mar 13, 201814Apr 2, 201843Jun 1, 201857

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.


JKE (iShares Morningstar Large-Cap Growth ETF)
Benchmark (S&P 500)

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