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iShares Morningstar Mid-Cap ETF (JKG)

ETF · Currency in USD
ISIN
US4642882082
CUSIP
464288208
Issuer
iShares
Inception Date
Jun 28, 2004
Region
North America (U.S.)
Category
Mid Cap Growth Equities
Expense Ratio
0.25%
Index Tracked
Morningstar Mid Core Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

JKGPrice Chart


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JKGPerformance

The chart shows the growth of $10,000 invested in iShares Morningstar Mid-Cap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,367 for a total return of roughly 3.67%. All prices are adjusted for splits and dividends.


JKG (iShares Morningstar Mid-Cap ETF)
Benchmark (S&P 500)

JKGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.02%3.44%
6M9.00%12.26%
YTD22.18%25.17%
1Y27.74%31.41%
5Y-14.55%16.37%
10Y-1.01%15.06%

JKGMonthly Returns Heatmap


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JKGSharpe 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 Mid-Cap ETF Sharpe ratio is 1.94. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


JKG (iShares Morningstar Mid-Cap ETF)
Benchmark (S&P 500)

JKGDividends


iShares Morningstar Mid-Cap ETF doesn't pay dividends

JKGDrawdowns Chart

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


JKG (iShares Morningstar Mid-Cap ETF)
Benchmark (S&P 500)

JKGWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Morningstar Mid-Cap 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 Mid-Cap ETF is 81.45%, recorded on May 13, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.45%Feb 21, 202058May 13, 2020
-24.65%May 2, 2011108Oct 3, 201194Feb 16, 2012202
-21.58%Jan 29, 2018229Dec 24, 201875Apr 12, 2019304
-19.74%May 26, 2015182Feb 11, 2016114Jul 26, 2016296
-17.31%Apr 26, 201050Jul 6, 201084Nov 2, 2010134
-10.89%Mar 20, 201253Jun 4, 201271Sep 13, 2012124
-10.35%Sep 8, 201426Oct 13, 201421Nov 11, 201447
-8.21%Jan 20, 201014Feb 8, 201018Mar 5, 201032
-7.86%May 22, 201323Jun 24, 201327Aug 1, 201350
-7.42%May 6, 201919May 31, 201929Jul 12, 201948

JKGVolatility Chart

Current iShares Morningstar Mid-Cap ETF volatility is 7.82%. 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.


JKG (iShares Morningstar Mid-Cap ETF)
Benchmark (S&P 500)

Portfolios with iShares Morningstar Mid-Cap ETF


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