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JKJ: iShares Morningstar Small-Cap (ETF)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 1.25% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/24/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 7.2 | -19.3 | -21.3 | 4.0 | 4.2 | 9.1 | 6.0 | 7.7 | -71.3 | 6.3 | 29.4 | -13.9 | 13.0 | 23.7 | -6.1 | 8.5 | 37.0 | 15.9 | -5.0 | 27.7 | 39.8 | -36.2 | -5.7 | 21.0 | 6.1 | 14.6 |
| SR | NA | -1.43 | -0.96 | 0.07 | 0.11 | 0.41 | NA | 0.28 | -0.49 | 0.13 | 1.89 | -0.97 | 1.12 | 1.4 | -0.38 | 0.59 | 2.68 | 1.0 | -0.16 | 1.18 | 1.11 | -0.85 | -0.45 | 1.08 | 0.26 | 2.06 |
| DD(%) | NA | 25.7 | 29.9 | 44.2 | 44.2 | 44.2 | NA | 61.2 | 77.1 | 44.2 | 8.7 | 24.3 | 5.7 | 11.4 | 15.3 | 11.9 | 6.7 | 12.2 | 30.5 | 20.0 | 31.8 | 53.8 | 17.4 | 13.7 | 10.8 | 9.0 |
| SD(%) | NA | 28.7 | 24.0 | 31.1 | 25.7 | 21.0 | NA | 23.9 | 174.5 | 44.8 | 14.8 | 15.7 | 11.0 | 16.7 | 16.1 | 14.3 | 13.8 | 15.9 | 31.3 | 23.4 | 35.6 | 43.6 | 19.5 | 16.5 | 15.2 | 14.6 |
| TR | NA | -0.41 | -0.23 | 0.02 | 0.03 | 0.08 | NA | 0.07 | -0.64 | 0.06 | 0.29 | -0.18 | 0.12 | 0.25 | -0.06 | 0.09 | 0.38 | 0.17 | -0.05 | 0.29 | 0.4 | -0.39 | -0.08 | 0.17 | 0.04 | 0.34 |
| Alpha(%) | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.48 | -0.05 | 0.01 | -0.03 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.03 | 0.02 | 0.0 | 0.02 |
| Beta(%) | NA | 1.0 | 1.01 | 1.06 | 1.03 | 1.01 | NA | 0.99 | 1.33 | 1.09 | 0.98 | 0.84 | 1.0 | 0.93 | 1.0 | 0.94 | 0.98 | 0.94 | 0.98 | 0.97 | 0.99 | 0.96 | 1.04 | 1.06 | 1.01 | 0.89 |
| RS | NA | 0.99 | 0.98 | 0.96 | 0.94 | 0.93 | NA | 0.95 | 0.07 | 0.96 | 0.95 | 0.81 | 0.86 | 0.88 | 0.91 | 0.89 | 0.94 | 0.92 | 0.98 | 0.97 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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