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JKD: iShares Morningstar U.S. Equity ETF (ETF)
Basic Info 105.054 0.42(0.40%) June 04
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.03% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/02/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 11.6 | 28.4 | 23.5 | 13.2 | 14.8 | 14.3 | 11.4 | 11.2 | 17.7 | 25.0 | 26.9 | -20.7 | 23.0 | 19.4 | 32.7 | -8.5 | 22.1 | 13.8 | -1.2 | 16.8 | 34.2 | 17.3 | 3.3 | 12.7 | 21.1 | -31.3 | 8.2 | 15.3 | 3.5 | 10.4 |
| Sharpe Ratio | NA | 1.96 | 2.23 | 1.35 | 0.61 | 0.72 | NA | NA | 0.56 | 0.79 | 1.67 | 1.77 | -0.9 | 1.73 | 0.54 | 2.47 | -0.62 | 3.35 | 1.07 | -0.08 | 1.6 | 3.25 | 1.46 | 0.16 | 0.74 | 0.81 | -0.95 | 0.35 | 1.27 | 0.14 | 2.1 |
| Draw Down(%) | NA | 9.1 | 9.1 | 19.1 | 26.3 | 35.3 | NA | NA | 51.5 | 19.1 | 8.6 | 10.0 | 26.2 | 5.6 | 35.3 | 7.7 | 20.7 | 1.8 | 10.3 | 12.0 | 6.3 | 4.5 | 9.4 | 17.6 | 15.1 | 29.2 | 42.3 | 8.2 | 7.5 | 6.2 | 4.7 |
| Standard Deviation(%) | NA | 13.8 | 12.1 | 15.0 | 17.2 | 18.3 | NA | NA | 17.9 | 18.8 | 12.8 | 13.2 | 24.7 | 13.3 | 35.4 | 12.6 | 16.1 | 6.4 | 12.6 | 15.2 | 10.5 | 10.5 | 11.9 | 21.1 | 16.9 | 26.0 | 33.7 | 14.4 | 9.4 | 9.0 | 9.8 |
| Treynor Ratio | NA | 0.27 | 0.27 | 0.2 | 0.11 | 0.13 | NA | NA | 0.11 | 0.15 | 0.21 | 0.24 | -0.22 | 0.24 | 0.2 | 0.32 | -0.11 | 0.24 | 0.15 | -0.01 | 0.19 | 0.38 | 0.2 | 0.04 | 0.14 | 0.22 | -0.4 | 0.06 | 0.14 | 0.02 | 0.27 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.01 | -0.01 | 0.02 | 0.02 | 0.01 | 0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 |
| Beta | NA | 1.01 | 1.01 | 1.0 | 1.0 | 0.97 | NA | NA | 0.91 | 1.0 | 0.99 | 1.0 | 1.0 | 0.96 | 0.97 | 0.97 | 0.92 | 0.88 | 0.93 | 0.97 | 0.88 | 0.9 | 0.88 | 0.87 | 0.91 | 0.94 | 0.8 | 0.88 | 0.85 | 0.8 | 0.77 |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 0.99 | 0.95 | NA | NA | 0.94 | 0.99 | 0.99 | 0.99 | 1.0 | 0.97 | 0.9 | 0.93 | 0.95 | 0.85 | 0.95 | 0.97 | 0.92 | 0.91 | 0.92 | 0.94 | 0.96 | 0.97 | 0.94 | 0.94 | 0.85 | 0.83 | 0.69 |
| Yield(%) | N/A | 0.2 | 1.2 | 1.7 | 1.1 | 1.5 | 2.7 | 2.7 | N/A | 1.3 | 1.5 | 1.8 | 0.1 | 0.3 | 1.5 | 2.9 | 1.9 | 2.2 | 2.2 | 2.4 | 2.1 | 2.4 | 2.4 | 2.1 | 2.0 | 2.4 | 1.8 | 1.8 | 1.6 | 1.5 | 0.7 |
| Dividend Growth(%) | N/A | -79.8 | 1.5 | 1.2 | -79.1 | 9.6 | N/A | N/A | N/A | 8.4 | 2.2 | 1760.4 | -92.7 | -74.7 | -34.1 | 33.8 | 7.5 | 10.2 | -10.0 | 26.8 | 12.2 | 15.7 | 16.4 | 19.2 | -3.2 | -5.9 | 4.6 | 27.8 | 8.4 | 148.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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