Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKI (iShares Morningstar Mid-Cap Value ETF) | NA | 3.50% | 10.22% | 11.28% | 9.27% | 10.76% | 8.47% | … | … |
Data as of 11/28/2025, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKI (iShares Morningstar Mid-Cap Value ETF) | 07/02/2004 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.41 | 3.50 | 10.22 | 11.28 | 9.27 | 10.76 | 8.47 | … | … | 10.91 | 12.28 | 9.57 | -8.76 | 31.96 | -4.11 | 24.70 | -10.93 | 12.60 | 24.37 | -2.43 | 11.12 | 41.76 | 16.91 | -2.67 | 20.47 | 35.41 | -35.66 | -6.21 | 18.39 | 11.30 | 14.93 |
| Sharpe Ratio | NA | -0.02 | 0.42 | 0.49 | 0.38 | NA | NA | … | … | 0.52 | 0.46 | 0.34 | -0.45 | 1.94 | -0.10 | 1.95 | -0.83 | 1.34 | 1.52 | -0.17 | 0.98 | 3.42 | 1.19 | -0.10 | 0.99 | 0.97 | -0.91 | -0.59 | 1.52 | 0.88 | 3.19 |
| Standard Deviation(%) | NA | 17.44 | 15.36 | 17.19 | 19.97 | NA | NA | … | … | 17.69 | 12.36 | 15.65 | 22.57 | 16.49 | 42.44 | 11.97 | 14.73 | 8.96 | 15.93 | 14.72 | 11.35 | 12.20 | 14.32 | 25.95 | 20.61 | 36.42 | 39.96 | 15.73 | 9.97 | 10.43 | 9.69 |
| Draw Down(%) | NA | 18.63 | 18.63 | 20.63 | 46.33 | NA | NA | … | … | 15.58 | 9.05 | 15.56 | 20.63 | 8.15 | 46.33 | 7.77 | 19.63 | 4.97 | 11.06 | 12.43 | 9.36 | 5.77 | 12.06 | 25.18 | 18.33 | 38.41 | 49.94 | 17.98 | 7.49 | 8.13 | 3.97 |
| Yield(%) | 0.00 | 2.23 | 1.76 | 0.71 | 1.91 | 3.15 | 2.89 | … | … | 1.75 | 2.58 | 0.40 | 0.36 | 0.72 | 2.43 | 2.97 | 2.25 | 2.04 | 2.57 | 2.18 | 2.15 | 2.54 | 2.53 | 2.12 | 3.04 | 2.81 | 2.40 | 2.32 | 2.04 | 2.83 | 1.12 |
Data as of 11/28/2025, 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 |
|---|---|---|---|---|
| JKI (iShares Morningstar Mid-Cap Value ETF) |
-19.74%
Feb 2006 – Feb 2009 |
-2.34%
May 2007 – May 2012 |
6.29%
Jan 2006 – Jan 2016 |
5.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKI (iShares Morningstar Mid-Cap Value ETF) |
31.98%
Feb 2009 – Feb 2012 |
28.89%
Feb 2009 – Feb 2014 |
18.23%
Feb 2009 – Feb 2019 |
14.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart