Find A Portfolio/Ticker
Comparison Box
JKK: iShares Morningstar Small-Cap Growth (ETF)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | (99%) |
Start Date: | 07/07/2004 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.42% |
Expenses | 0.30% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/24/2023)
Not up-to-date? TryLast 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(%) | 0.1 | 3.3 | -15.0 | 13.0 | 4.6 | 8.6 | 8.9 | 8.0 | -26.7 | -83.5 | 43.4 | 27.7 | -6.9 | 24.7 | 8.8 | 0.3 | 2.6 | 42.0 | 14.2 | -1.1 | 31.2 | 32.7 | -40.1 | 10.9 | 9.8 | 5.3 | 11.1 |
SR | NA | 0.43 | -0.6 | 0.44 | 0.13 | 0.35 | NA | 0.3 | -0.89 | -0.41 | 1.14 | 1.5 | -0.39 | 2.05 | 0.46 | 0.02 | 0.15 | 2.9 | 0.85 | -0.04 | 1.36 | 1.12 | -0.98 | 0.42 | 0.36 | 0.19 | 1.2 |
DD(%) | NA | 11.3 | 25.6 | 41.5 | 41.5 | 41.5 | NA | 57.7 | 32.5 | 86.4 | 37.2 | 9.9 | 28.3 | 6.4 | 19.8 | 15.8 | 12.9 | 6.0 | 12.4 | 27.4 | 16.5 | 27.5 | 53.6 | 11.6 | 18.7 | 12.7 | 15.3 |
SD(%) | NA | 22.1 | 29.7 | 27.5 | 27.4 | 22.4 | NA | 23.8 | 31.6 | 228.7 | 37.8 | 17.5 | 21.1 | 11.8 | 18.7 | 16.2 | 16.8 | 14.5 | 16.8 | 31.5 | 22.8 | 29.2 | 41.8 | 18.9 | 18.1 | 16.2 | 18.9 |
TR | NA | 0.1 | -0.18 | 0.12 | 0.04 | 0.08 | NA | 0.07 | -0.29 | -0.62 | 0.44 | 0.24 | -0.08 | 0.24 | 0.09 | 0.0 | 0.03 | 0.45 | 0.15 | -0.01 | 0.34 | 0.38 | -0.44 | 0.08 | 0.06 | 0.03 | 0.23 |
Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.59 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 |
Beta(%) | NA | 0.94 | 0.96 | 0.99 | 1.0 | 0.99 | NA | 0.96 | 0.96 | 1.51 | 0.98 | 1.09 | 1.04 | 1.02 | 0.97 | 0.9 | 0.98 | 0.94 | 0.95 | 0.95 | 0.92 | 0.87 | 0.93 | 1.01 | 1.05 | 1.04 | 0.97 |
RS | NA | 0.97 | 0.99 | 0.97 | 0.97 | 0.93 | NA | 0.93 | 0.99 | 0.09 | 0.98 | 0.97 | 0.91 | 0.79 | 0.83 | 0.8 | 0.85 | 0.87 | 0.94 | 0.95 | 0.94 | 0.95 | 0.94 | 0.95 | 0.96 | 0.91 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/07/2004
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 Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (Royce Pennsylvania Mutual Invmt) (100%)
- VISGX (Vanguard Small Cap Growth Index Inv) (100%)
- APHSX (Artisan Small Cap Institutional) (99%)
- RVPCX (Royce Value Plus Consult) (98%)
- BCSIX (Brown Capital Mgmt Small Co Inv) (96%)
- LADYX (Lord Abbett Developing Growth I) (96%)
- NVSOX (Wells Fargo Advantage Small Cap Opp Adm) (96%)
- BIASX (Brown Advisory Small-Cap Growth I) (95%)
- BOSOX (Boston Trust Small Cap) (95%)
- JSMGX (Janus Triton I) (95%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth) (99%)
- IWO (iShares Russell 2000 Growth) (99%)
- JKK (iShares Morningstar Small-Cap Growth) (99%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) (98%)
- VBK (Vanguard Small-Cap Growth ETF) (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) (26%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) (24%)