Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKD (iShares Morningstar U.S. Equity ETF) | 11.35% | 29.61% | 23.56% | 13.11% | 14.77% | 14.01% | 11.47% | … | … |
Data as of 05/29/2026, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKD (iShares Morningstar U.S. Equity ETF) | 07/02/2004 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 29.61 | 23.56 | 13.11 | 14.77 | 14.01 | 11.47 | … | … | 11.35 | 17.70 | 24.96 | 26.91 | -20.66 | 22.96 | 19.40 | 32.68 | -8.51 | 22.10 | 13.75 | -1.24 | 16.82 | 34.19 | 17.26 | 3.33 | 12.65 | 21.08 | -31.33 | 8.23 | 15.34 | 3.49 | 10.37 |
| Sharpe Ratio | NA | 2.23 | 1.35 | 0.61 | 0.72 | NA | NA | … | … | 1.96 | 0.79 | 1.67 | 1.77 | -0.90 | 1.73 | 0.54 | 2.47 | -0.62 | 3.35 | 1.07 | -0.08 | 1.60 | 3.25 | 1.46 | 0.16 | 0.74 | 0.81 | -0.95 | 0.35 | 1.27 | 0.14 | 2.10 |
| Standard Deviation(%) | NA | 12.10 | 14.97 | 17.19 | 18.25 | NA | NA | … | … | 13.76 | 18.83 | 12.75 | 13.23 | 24.71 | 13.28 | 35.35 | 12.62 | 16.12 | 6.43 | 12.61 | 15.23 | 10.53 | 10.51 | 11.86 | 21.07 | 16.90 | 25.96 | 33.74 | 14.37 | 9.43 | 9.03 | 9.79 |
| Draw Down(%) | NA | 9.09 | 19.05 | 26.26 | 35.30 | NA | NA | … | … | 9.09 | 19.05 | 8.58 | 10.00 | 26.20 | 5.58 | 35.30 | 7.66 | 20.69 | 1.82 | 10.33 | 12.01 | 6.33 | 4.51 | 9.43 | 17.56 | 15.06 | 29.15 | 42.30 | 8.16 | 7.52 | 6.18 | 4.71 |
| Yield(%) | 0.00 | 1.24 | 1.70 | 1.10 | 1.54 | 2.62 | 2.66 | … | … | 0.22 | 1.29 | 1.48 | 1.80 | 0.08 | 0.32 | 1.47 | 2.91 | 1.93 | 2.16 | 2.23 | 2.36 | 2.15 | 2.43 | 2.44 | 2.12 | 1.96 | 2.37 | 1.76 | 1.76 | 1.56 | 1.49 | 0.65 |
Data as of 05/29/2026, Common starting date is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKD (iShares Morningstar U.S. Equity ETF) |
-12.52%
Feb 2006 – Feb 2009 |
-0.18%
Sep 2006 – Sep 2011 |
7.41%
Feb 2006 – Feb 2016 |
7.90%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKD (iShares Morningstar U.S. Equity ETF) |
24.89%
Dec 2018 – Dec 2021 |
22.80%
Feb 2009 – Feb 2014 |
16.50%
Sep 2011 – Sep 2021 |
15.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart