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iShares Morningstar Small-Cap Growth ETF

JKK
ETF · Currency in USD
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.


JKK (iShares Morningstar Small-Cap Growth ETF)
Benchmark (S&P 500)

JKKReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.62%
6M0.76%
YTD1.74%
1Y20.24%
5Y-18.08%
10Y-4.31%

JKKMonthly Returns Heatmap


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JKKSharpe 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 Small-Cap Growth ETF Sharpe ratio is 0.91. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


JKK (iShares Morningstar Small-Cap Growth ETF)
Benchmark (S&P 500)

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.


JKK (iShares Morningstar Small-Cap Growth ETF)
Benchmark (S&P 500)

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, 202052May 4, 2020
-28.38%Sep 14, 201870Dec 24, 2018264Jan 13, 2020334
-28.05%Jun 24, 2015161Feb 11, 2016240Jan 25, 2017401
-27.44%Jul 8, 201161Oct 3, 2011239Sep 13, 2012300
-16.46%Apr 26, 201050Jul 6, 201070Oct 13, 2010120
-13.25%Mar 5, 2014154Oct 10, 201481Feb 6, 2015235
-11.3%Sep 17, 201242Nov 15, 201240Jan 15, 201382
-9.44%May 2, 201133Jun 16, 201114Jul 7, 201147
-9.23%Jan 11, 201020Feb 8, 201015Mar 2, 201035
-8.58%Jan 24, 201813Feb 9, 201817Mar 7, 201830

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.


JKK (iShares Morningstar Small-Cap Growth ETF)
Benchmark (S&P 500)

Portfolios with iShares Morningstar Small-Cap Growth ETF


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