Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKE (iShares Morningstar Growth ETF) | 14.37% | 30.95% | 27.34% | 14.86% | 18.02% | 16.28% | 13.07% | … | … |
Data as of 05/29/2026, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKE (iShares Morningstar Growth 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 (%) | 2.85 | 30.95 | 27.34 | 14.86 | 18.02 | 16.28 | 13.07 | … | … | 14.37 | 16.71 | 32.82 | 40.41 | -32.18 | 23.95 | 38.55 | 33.22 | 2.07 | 30.57 | 1.59 | 7.37 | 14.54 | 31.74 | 17.46 | 1.58 | 12.56 | 43.95 | -41.95 | 12.04 | 5.30 | 3.15 | 1.19 |
| Sharpe Ratio | NA | 1.71 | 1.23 | 0.55 | 0.75 | NA | NA | … | … | 1.81 | 0.59 | 1.64 | 2.35 | -1.06 | 1.29 | 1.07 | 2.17 | 0.03 | 3.79 | 0.10 | 0.44 | 1.11 | 2.74 | 1.25 | 0.06 | 0.68 | 1.91 | -1.10 | 0.57 | 0.15 | 0.08 | 0.09 |
| Standard Deviation(%) | NA | 16.37 | 19.42 | 22.07 | 21.60 | NA | NA | … | … | 19.35 | 23.39 | 17.75 | 15.77 | 31.93 | 18.54 | 35.65 | 14.64 | 20.35 | 7.94 | 14.08 | 16.60 | 13.07 | 11.56 | 14.01 | 23.85 | 18.28 | 22.99 | 38.74 | 15.65 | 12.41 | 10.86 | 13.04 |
| Draw Down(%) | NA | 15.65 | 23.10 | 35.73 | 35.73 | NA | NA | … | … | 13.39 | 23.10 | 12.81 | 10.80 | 34.84 | 12.98 | 31.61 | 7.39 | 20.71 | 2.68 | 12.91 | 13.13 | 7.69 | 6.82 | 9.91 | 17.65 | 16.92 | 17.10 | 50.29 | 8.76 | 12.94 | 8.85 | 9.27 |
| Yield(%) | 0.00 | 0.53 | 0.79 | 0.51 | 0.59 | 1.16 | 1.20 | … | … | 0.09 | 0.54 | 0.67 | 0.98 | 0.04 | 0.04 | 0.38 | 0.72 | 0.81 | 1.15 | 0.98 | 1.06 | 0.99 | 1.20 | 1.45 | 0.91 | 0.81 | 1.14 | 0.57 | 0.51 | 0.46 | 0.37 | 1.27 |
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 |
|---|---|---|---|---|
| JKE (iShares Morningstar Growth ETF) |
-14.43%
Feb 2006 – Feb 2009 |
-1.92%
Aug 2005 – Aug 2010 |
6.98%
Feb 2006 – Feb 2016 |
9.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKE (iShares Morningstar Growth ETF) |
31.77%
Dec 2018 – Dec 2021 |
25.24%
Oct 2016 – Oct 2021 |
19.45%
Sep 2011 – Sep 2021 |
17.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart