iShares Morningstar Small-Cap Growth ETF (JKK)
JKK is a passive ETF by iShares tracking the investment results of the Morningstar Small Growth Index. JKK launched on Jul 7, 2004 and has a 0.30% expense ratio.
ETF Info
- ISINUS4642886042
- CUSIP464288604
- IssueriShares
- Inception DateJul 7, 2004
- RegionNorth America (U.S.)
- CategorySmall Cap Growth Equities
- Expense Ratio0.30%
- Index TrackedMorningstar Small Growth Index
- ETF Home Pagewww.ishares.com
- Asset ClassEquity
Asset Class Size
Small-CapAsset Class Style
Growth
Trading Data
- Previous Close$36.79
- Year Range$35.09 - $54.51
- EMA (50)$40.95
- EMA (200)$49.61
- Average Volume$48.86K
JKKShare Price 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 $5,950 for a total return of roughly -40.50%. All prices are adjusted for splits and dividends.
JKKReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -13.70% | -8.76% |
| YTD | -25.89% | -15.91% |
| 6M | -31.58% | -14.41% |
| 1Y | -25.10% | -3.97% |
| 5Y | -25.13% | 10.95% |
| 10Y | -7.62% | 12.10% |
JKKMonthly Returns Heatmap
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JKKDividend History
iShares Morningstar Small-Cap Growth ETF granted a 0.93% dividend yield in the last twelve months, as of May 17, 2022. The annual payout for that period amounted to $0.34 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.35 | $0.31 | $0.57 | $0.66 | $0.93 | $1.72 | $0.87 | $0.75 | $0.70 | $1.28 | $0.26 | $0.20 |
Dividend yield | 0.93% | 0.71% | 0.10% | 0.27% | 0.40% | 0.52% | 1.20% | 0.66% | 0.58% | 0.55% | 1.42% | 0.33% | 0.25% |
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 89.94%, recorded on May 11, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.94% | Feb 10, 2021 | 316 | May 11, 2022 | — | — | — |
| -37.17% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -28.27% | Sep 14, 2018 | 69 | Dec 24, 2018 | 264 | Jan 13, 2020 | 333 |
| -27.73% | Jun 24, 2015 | 159 | Feb 11, 2016 | 205 | Dec 8, 2016 | 364 |
| -27.37% | Jul 8, 2011 | 61 | Oct 3, 2011 | 234 | Sep 6, 2012 | 295 |
| -16.46% | Apr 26, 2010 | 50 | Jul 6, 2010 | 70 | Oct 13, 2010 | 120 |
| -12.93% | Mar 5, 2014 | 150 | Oct 10, 2014 | 78 | Feb 5, 2015 | 228 |
| -11.11% | Sep 17, 2012 | 42 | Nov 15, 2012 | 34 | Jan 7, 2013 | 76 |
| -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 |
JKKVolatility Chart
Current iShares Morningstar Small-Cap Growth ETF volatility is 51.41%. 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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