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iShares Morningstar Mid-Cap Growth ETF (JKH)

ETF · Currency in USD · Last updated Aug 11, 2022

JKH is a passive ETF by iShares tracking the investment results of the Morningstar Mid Growth Index. JKH launched on Jun 28, 2004 and has a 0.30% expense ratio.

ETF Info

ISINUS4642883072
CUSIP464288307
IssueriShares
Inception DateJun 28, 2004
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities
Expense Ratio0.30%
Index TrackedMorningstar Mid Growth Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

JKHShare Price Chart


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JKHPerformance

The chart shows the growth of $10,000 invested in iShares Morningstar Mid-Cap Growth ETF in Jan 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 (^GSPC)

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


JanFebMarAprMayJunJulAugSepOctNovDec
202111.63%1,300.05%-93.64%469.70%-0.71%-3.34%
2020-3.28%-9.93%814.73%16.42%-92.88%11.99%-9.47%22.27%-0.39%1,340.47%-92.36%1.10%
2019-1.13%1.01%-1.76%-4.04%-8.28%1.60%8.87%1.46%0.93%2.08%7.64%0.65%
2018834.54%-88.46%0.23%740.55%-88.82%-0.93%-5.29%0.21%-5.45%13.84%7.21%0.26%
2017-3.45%1.64%-2.32%16.82%4.28%7.08%-2.80%-6.79%1.43%-1.78%-2.88%-3.21%
2016-13.19%3.10%-6.64%4.87%0.52%-12.97%4.30%8.31%1.56%-3.25%-0.47%-0.52%
2015-14.52%-4.21%-2.37%3.41%-5.38%496.87%1.91%-84.73%-5.70%2.89%3.04%0.03%
20145.59%-8.04%3.28%4.85%-1.68%-5.21%7.69%5.15%325.24%-75.62%-6.38%4.61%
20134.46%1.87%5.66%1.21%14.00%-11.58%3.54%-17.51%2.08%2.57%-5.68%8.30%
2012-1.17%3.85%17.53%-1.46%-9.31%-0.88%1.04%327.65%-70.68%-10.59%0.15%8.65%
2011-1.68%-1.06%-1.18%-1.33%6.31%-32.21%-4.43%273.76%-71.58%-8.25%-10.05%0.74%
2010208.85%-69.35%8.94%1.09%-1.08%11.53%21.34%6.93%24.17%-9.06%-0.67%0.44%

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 (^GSPC)

JKHDividend History

iShares Morningstar Mid-Cap Growth ETF granted a 0.19% dividend yield in the last twelve months. 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 (^GSPC)

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 (^GSPC)