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JKE: iShares Morningstar Large-Cap Growth (ETF)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.25% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.6 | 8.4 | -14.7 | 14.9 | 9.7 | 13.3 | 11.0 | 9.2 | -31.8 | -76.4 | 38.6 | 33.2 | 2.1 | 30.6 | 1.6 | 7.4 | 14.5 | 31.7 | 17.5 | 1.6 | 12.6 | 43.9 | -42.0 | 12.0 | 5.3 | 3.2 | 1.2 |
| SR | NA | 2.05 | -0.58 | 0.52 | 0.34 | 0.62 | NA | 0.4 | -1.04 | -0.44 | 1.07 | 2.17 | 0.04 | 3.79 | 0.1 | 0.44 | 1.11 | 2.74 | 1.25 | 0.06 | 0.68 | 1.91 | -1.1 | 0.58 | 0.16 | 0.09 | 0.09 |
| DD(%) | NA | 7.2 | 29.3 | 35.4 | 35.4 | 35.4 | NA | 53.0 | 34.6 | 81.4 | 31.6 | 7.4 | 20.7 | 2.7 | 12.9 | 13.1 | 7.7 | 6.8 | 9.9 | 17.6 | 16.9 | 17.1 | 50.3 | 8.8 | 12.9 | 8.9 | 9.3 |
| SD(%) | NA | 20.3 | 29.8 | 26.9 | 25.6 | 20.4 | NA | 20.6 | 31.9 | 204.8 | 35.7 | 14.6 | 20.3 | 7.9 | 14.1 | 16.6 | 13.1 | 11.6 | 14.0 | 23.8 | 18.3 | 23.0 | 38.7 | 15.7 | 12.4 | 10.9 | 13.0 |
| TR | NA | 0.51 | -0.2 | 0.17 | 0.1 | 0.15 | NA | 0.09 | -0.39 | -0.73 | 0.39 | 0.45 | 0.01 | 0.34 | 0.01 | 0.07 | 0.16 | 0.34 | 0.19 | 0.02 | 0.13 | 0.48 | -0.42 | 0.1 | 0.02 | 0.01 | 0.01 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.5 | -0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | 0.01 | -0.03 | -0.03 |
| Beta(%) | NA | 0.82 | 0.87 | 0.81 | 0.84 | 0.86 | NA | 0.9 | 0.85 | 1.21 | 0.98 | 0.71 | 0.96 | 0.89 | 0.93 | 1.01 | 0.94 | 0.92 | 0.94 | 0.89 | 0.94 | 0.91 | 1.02 | 0.93 | 0.91 | 0.87 | 0.8 |
| RS | NA | 0.96 | 0.97 | 0.89 | 0.9 | 0.91 | NA | 0.92 | 0.97 | 0.07 | 0.97 | 0.74 | 0.97 | 0.92 | 0.95 | 0.96 | 0.95 | 0.92 | 0.94 | 0.97 | 0.97 | 0.95 | 0.96 | 0.95 | 0.9 | 0.88 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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See LARGE GROWTH Asset Class Trend Rankings |
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