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iShares Morningstar Mid-Cap Growth ETF (JKH)

ETF · Currency in USD
ISIN
US4642883072
CUSIP
464288307
Issuer
iShares
Inception Date
Jun 28, 2004
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.30%
Index Tracked
Morningstar Mid Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

JKHPrice Chart


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JKHPerformance

The chart shows the growth of $10,000 invested in iShares Morningstar Mid-Cap Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $57,880 for a total return of roughly 478.80%. All prices are adjusted for splits and dividends.


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

JKHReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.93%1.66%
YTD443.87%12.48%
6M442.42%13.89%
1Y598.94%36.38%
5Y41.35%14.79%
10Y13.32%12.38%

JKHMonthly Returns Heatmap


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JKHSharpe 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 Growth ETF Sharpe ratio is 0.12. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


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

JKHDividends

iShares Morningstar Mid-Cap Growth ETF granted a 0.19% dividend yield in the last twelve months, as of Dec 26, 2021. The annual payout for that period amounted to $0.25 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.25$0.35$0.78$0.69$0.91$0.84$0.59$0.93$0.52$0.85$0.24$0.32

Dividend yield

0.19%1.42%2.84%2.72%3.98%3.92%2.30%2.65%1.66%2.85%1.05%0.80%

JKHDrawdowns Chart

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


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

JKHWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Morningstar Mid-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 Mid-Cap Growth ETF is 95.28%, recorded on May 15, 2020. It took 14 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.28%Feb 24, 202059May 15, 202014Jun 5, 202073
-94.19%Aug 4, 20202Aug 5, 202019Sep 1, 202021
-94.04%Jul 27, 20204Jul 30, 20202Aug 3, 20206
-93.89%Jun 8, 202028Jul 15, 20207Jul 24, 202035
-93.87%Feb 5, 202131Mar 19, 2021
-93.55%Sep 2, 202039Oct 26, 202045Dec 29, 202084
-93.51%Dec 30, 20206Jan 7, 20215Jan 14, 202111
-93.41%Jan 15, 202113Feb 2, 20212Feb 4, 202115
-91.58%Sep 25, 201815Oct 15, 2018127Apr 15, 2019142
-91.26%Aug 23, 201821Sep 20, 20182Sep 24, 201823

JKHVolatility Chart

Current iShares Morningstar Mid-Cap Growth ETF volatility is 3.82%. 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.


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

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