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JKG: iShares Morningstar Mid-Cap (ETF)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 2.03% |
| Expenses | 0.25% |
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Performance Analytics (As of 03/24/2023)
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(%) | 0.2 | -1.4 | -12.7 | 19.1 | 7.0 | 9.3 | 9.4 | 9.0 | -16.1 | -70.7 | 13.3 | 31.5 | -11.5 | 19.7 | 12.0 | -1.6 | 15.6 | 32.9 | 17.4 | 1.6 | 26.5 | 38.7 | -38.7 | 1.5 | 14.2 | 9.6 | 13.5 |
| SR | NA | -0.6 | -0.63 | 0.8 | 0.24 | 0.44 | NA | 0.38 | -0.71 | -0.48 | 0.32 | 2.39 | -0.82 | 2.48 | 0.81 | -0.1 | 1.29 | 2.72 | 1.18 | 0.06 | 1.23 | 1.22 | -0.94 | -0.09 | 0.9 | 0.58 | 2.53 |
| DD(%) | NA | 12.1 | 21.4 | 25.2 | 41.0 | 41.0 | NA | 58.8 | 23.8 | 75.7 | 41.0 | 7.4 | 20.3 | 3.3 | 12.1 | 13.2 | 10.1 | 7.9 | 10.6 | 24.1 | 17.1 | 27.7 | 55.3 | 14.7 | 11.1 | 8.7 | 7.7 |
| SD(%) | NA | 20.2 | 24.4 | 22.6 | 24.5 | 19.5 | NA | 21.5 | 24.8 | 176.3 | 41.4 | 12.6 | 15.7 | 7.7 | 14.5 | 15.1 | 12.1 | 12.1 | 14.9 | 26.5 | 21.4 | 31.6 | 42.0 | 16.5 | 12.3 | 12.7 | 10.9 |
| TR | NA | -0.12 | -0.16 | 0.18 | 0.06 | 0.09 | NA | 0.08 | -0.18 | -0.59 | 0.12 | 0.31 | -0.14 | 0.2 | 0.13 | -0.02 | 0.17 | 0.35 | 0.18 | 0.02 | 0.28 | 0.41 | -0.43 | -0.02 | 0.12 | 0.07 | 0.32 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.53 | -0.02 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 |
| Beta(%) | NA | 1.01 | 0.98 | 0.99 | 1.02 | 1.0 | NA | 0.96 | 0.96 | 1.43 | 1.08 | 0.97 | 0.93 | 0.94 | 0.93 | 0.97 | 0.93 | 0.93 | 0.97 | 0.93 | 0.95 | 0.94 | 0.93 | 0.96 | 0.95 | 1.0 | 0.85 |
| RS | NA | 0.99 | 0.99 | 0.97 | 0.95 | 0.95 | NA | 0.94 | 0.99 | 0.05 | 0.93 | 0.96 | 0.93 | 0.92 | 0.97 | 0.97 | 0.93 | 0.93 | 0.93 | 0.91 | 0.93 | 0.95 | 0.97 | 0.94 | 0.93 | 0.92 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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