iShares Morningstar Small-Cap Growth ETF
- ISIN
- US4642886042
- CUSIP
- 464288604
- Issuer
- iShares
- Inception Date
- Jul 7, 2004
- Region
- North America (U.S.)
- Category
- Small Cap Growth Equities
- Expense Ratio
- 0.30%
- Index Tracked
- Morningstar Small Growth Index
- ETF Home Page
- www.ishares.com
- Asset Class
- Equity
Asset Class Size
- Small-Cap
Asset Class Style
- Growth
JKKPrice Chart
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JKKPerformance
The chart shows the growth of $10,000 invested in iShares Morningstar Small-Cap Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $7,818 for a total return of roughly -21.82%. All prices are adjusted for splits and dividends.
JKKReturns in periods
| Period | Return |
|---|---|
| 1M | 3.62% |
| 6M | 0.76% |
| YTD | 1.74% |
| 1Y | 20.24% |
| 5Y | -18.08% |
| 10Y | -4.31% |
JKKMonthly Returns Heatmap
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JKKDividends
iShares Morningstar Small-Cap Growth ETF doesn't pay dividends
JKKDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
JKKWorst Drawdowns
The table below shows the maximum drawdowns of the iShares Morningstar Small-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 Small-Cap Growth ETF is 86.25%, recorded on May 4, 2020. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.25% | Feb 20, 2020 | 52 | May 4, 2020 | — | — | — |
| -28.38% | Sep 14, 2018 | 70 | Dec 24, 2018 | 264 | Jan 13, 2020 | 334 |
| -28.05% | Jun 24, 2015 | 161 | Feb 11, 2016 | 240 | Jan 25, 2017 | 401 |
| -27.44% | Jul 8, 2011 | 61 | Oct 3, 2011 | 239 | Sep 13, 2012 | 300 |
| -16.46% | Apr 26, 2010 | 50 | Jul 6, 2010 | 70 | Oct 13, 2010 | 120 |
| -13.25% | Mar 5, 2014 | 154 | Oct 10, 2014 | 81 | Feb 6, 2015 | 235 |
| -11.3% | Sep 17, 2012 | 42 | Nov 15, 2012 | 40 | Jan 15, 2013 | 82 |
| -9.44% | May 2, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -9.23% | Jan 11, 2010 | 20 | Feb 8, 2010 | 15 | Mar 2, 2010 | 35 |
| -8.58% | Jan 24, 2018 | 13 | Feb 9, 2018 | 17 | Mar 7, 2018 | 30 |
JKKVolatility Chart
Current iShares Morningstar Small-Cap Growth ETF volatility is 12.58%. 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 Small-Cap Growth ETF
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