Find A Portfolio/Ticker
Comparison Box
JKJ: iShares Morningstar Small-Cap (ETF)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 06/10/2021 |
| 12-Mo. Yield | 2.38% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/26/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.9 | -71.3 | -64.9 | -31.8 | -16.1 | -2.1 | -0.8 | 0.8 | 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 | -0.49 | -0.46 | -0.38 | -0.25 | -0.05 | NA | 0.0 | 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 | 77.1 | 77.1 | 77.1 | 77.1 | 77.1 | NA | 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 | 174.5 | 141.4 | 86.0 | 67.1 | 49.1 | NA | 41.3 | 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 | -0.64 | -0.53 | -0.3 | -0.16 | -0.02 | NA | 0.0 | 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 | -0.48 | -0.33 | -0.11 | -0.07 | -0.04 | NA | -0.02 | -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 | 1.33 | 1.23 | 1.09 | 1.06 | 1.03 | NA | 1.0 | 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 | 0.07 | 0.09 | 0.32 | 0.33 | 0.43 | NA | 0.61 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) (99%)
- DFSCX (DFA US Micro Cap I) (99%)
- IASCX (ING Small Company Port Adv) (99%)
- RDVIX (Royce Dividend Value Invmt) (96%)
- RMCFX (Royce Micro-Cap Svc) (96%)
- RSEFX (Royce Special Equity Svc) (96%)
- RTRIX (Royce Total Return Instl) (95%)
- LRSYX (Lord Abbett Small Cap Value I) (92%)
- GLSIX (Aberdeen Health Sciences I/S) (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) (92%)
Best ETFs
- IWM (iShares Russell 2000) (99%)
- IWC (iShares Micro-Cap) (98%)
- EES (WisdomTree SmallCap Earnings ETF) (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) (98%)
- IJR (iShares Core S&P Small-Cap) (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) (97%)
- RWJ (RevenueShares Small Cap ETF) (97%)
- VB (Vanguard Small-Cap ETF) (97%)
- SCHA (Schwab US Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 08/26/2021.Latest Articles Related to JKJ
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments