Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKH (iShares Morningstar Mid-Cap Growth ETF) | NA | 34.21% | 22.89% | 21.42% | 17.35% | 12.57% | NA | … | … |
Data as of 08/23/2021, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKH (iShares Morningstar Mid-Cap Growth ETF) | 07/02/2004 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 34.21 | 22.89 | 21.42 | 17.35 | 12.57 | NA | … | … | -81.45 | 45.64 | 35.70 | -3.68 | 25.57 | 5.40 | -0.91 | 10.45 | 33.88 | 15.51 | -2.87 | 27.84 | 42.17 | -46.51 | 19.40 | 9.17 | 15.94 | 14.09 |
| Sharpe Ratio | NA | -0.42 | -0.31 | -0.19 | -0.04 | NA | NA | … | … | -0.40 | 1.28 | 2.26 | -0.27 | 3.01 | 0.32 | -0.06 | 0.74 | 2.68 | 1.02 | -0.10 | 1.37 | 1.44 | -1.07 | 0.96 | 0.39 | 1.15 | 2.10 |
| Standard Deviation(%) | NA | 183.34 | 107.62 | 83.49 | 60.21 | NA | NA | … | … | 230.02 | 35.21 | 15.17 | 18.61 | 8.31 | 16.05 | 15.95 | 14.08 | 12.64 | 15.31 | 28.80 | 20.33 | 29.28 | 44.12 | 17.10 | 15.28 | 11.96 | 13.77 |
| Draw Down(%) | NA | 85.04 | 85.04 | 85.04 | 85.04 | NA | NA | … | … | 85.04 | 34.05 | 8.70 | 23.66 | 3.80 | 16.86 | 13.81 | 9.88 | 6.00 | 12.96 | 25.77 | 14.57 | 21.76 | 58.31 | 10.54 | 16.52 | 8.04 | 11.79 |
| Yield(%) | 0.00 | 0.08 | 0.23 | 0.42 | 0.74 | 0.71 | 0.71 | … | … | 0.04 | 0.13 | 0.40 | 0.34 | 0.56 | 0.56 | 0.38 | 0.66 | 0.48 | 0.90 | 0.24 | 0.41 | 0.37 | 0.24 | 0.29 | 0.49 | 0.14 | 0.01 |
Data as of 08/23/2021, 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 |
|---|---|---|---|---|
| JKH (iShares Morningstar Mid-Cap Growth ETF) |
-16.29%
Feb 2006 – Feb 2009 |
0.23%
Oct 2007 – Oct 2012 |
5.89%
Jan 2006 – Jan 2016 |
8.76%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKH (iShares Morningstar Mid-Cap Growth ETF) |
30.86%
Feb 2009 – Feb 2012 |
26.13%
Feb 2009 – Feb 2014 |
17.64%
Feb 2009 – Feb 2019 |
12.52%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart