Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JKK (iShares Morningstar Small-Cap Growth ETF) | -1.07% | 8.47% | 8.89% | 6.23% | 7.86% | 11.34% | 8.67% | 9.01% |
Data as of 06/06/2025, AR inception is 07/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKK (iShares Morningstar Small-Cap Growth ETF) | 07/07/2004 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.06 | 8.47 | 8.89 | 6.23 | 7.86 | 11.34 | 8.67 | 9.01 | -1.07 | 13.35 | 23.13 | -27.08 | -1.66 | 43.41 | 27.67 | -6.91 | 24.68 | 8.79 | 0.30 | 2.57 | 42.01 | 14.23 | -1.13 | 31.19 | 32.73 | -40.07 | 10.92 | 9.77 | 5.28 | 11.12 |
| Sharpe Ratio | NA | 0.21 | 0.24 | 0.18 | 0.28 | NA | NA | 0.32 | -0.19 | 0.36 | 1.00 | -0.90 | -0.07 | 1.14 | 1.50 | -0.39 | 2.05 | 0.46 | 0.02 | 0.15 | 2.90 | 0.85 | -0.04 | 1.36 | 1.12 | -0.98 | 0.42 | 0.36 | 0.19 | 1.20 |
| Standard Deviation(%) | NA | 24.32 | 23.28 | 24.09 | 23.37 | NA | NA | 23.51 | 29.54 | 18.78 | 19.14 | 31.60 | 22.98 | 37.83 | 17.49 | 21.09 | 11.79 | 18.74 | 16.17 | 16.77 | 14.50 | 16.78 | 31.50 | 22.83 | 29.23 | 41.76 | 18.88 | 18.07 | 16.18 | 18.92 |
| Draw Down(%) | NA | 26.71 | 26.71 | 41.79 | 41.79 | NA | NA | 57.72 | 24.12 | 9.70 | 18.01 | 32.54 | 18.51 | 37.17 | 9.87 | 28.27 | 6.43 | 19.77 | 15.84 | 12.93 | 6.03 | 12.43 | 27.37 | 16.46 | 27.49 | 53.55 | 11.61 | 18.66 | 12.70 | 15.25 |
| Yield(%) | 0.00 | 0.93 | 0.83 | 0.12 | 0.41 | 0.98 | 0.81 | 0.87 | 0.13 | 0.95 | 0.94 | 0.33 | 0.05 | 0.14 | 0.35 | 0.37 | 0.64 | 1.32 | 0.65 | 0.58 | 0.73 | 1.53 | 0.30 | 0.31 | 0.11 | 0.45 | 0.22 | 0.00 | 0.01 | 0.00 |
Data as of 06/06/2025, AR inception is 07/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKK (iShares Morningstar Small-Cap Growth ETF) |
-17.53%
Feb 2006 - Feb 2009 |
-0.37%
Aug 2005 - Aug 2010 |
5.31%
Jan 2006 - Jan 2016 |
6.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKK (iShares Morningstar Small-Cap Growth ETF) |
31.15%
Feb 2009 - Feb 2012 |
27.63%
Feb 2009 - Feb 2014 |
17.93%
Feb 2009 - Feb 2019 |
14.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart