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JKE: iShares Morningstar Growth ETF (ETF)
Basic Info 118.92 0.07(0.06%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.04% |
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Performance Analytics (As of 05/28/2026)
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(%) | 0.6 | 14.4 | 28.9 | 27.1 | 14.9 | 18.0 | 16.5 | 12.9 | 11.9 | 16.7 | 32.8 | 40.4 | -32.2 | 23.9 | 38.6 | 33.2 | 2.1 | 30.6 | 1.6 | 7.4 | 14.5 | 31.7 | 17.5 | 1.6 | 12.6 | 43.9 | -42.0 | 12.0 | 5.3 | 3.2 | 1.2 |
| Sharpe Ratio | NA | 1.81 | 1.71 | 1.23 | 0.55 | 0.75 | NA | NA | 0.52 | 0.59 | 1.64 | 2.35 | -1.06 | 1.29 | 1.07 | 2.17 | 0.03 | 3.79 | 0.1 | 0.44 | 1.11 | 2.74 | 1.25 | 0.06 | 0.68 | 1.91 | -1.1 | 0.57 | 0.15 | 0.08 | 0.09 |
| Draw Down(%) | NA | 13.4 | 15.6 | 23.1 | 35.7 | 35.7 | NA | NA | 53.0 | 23.1 | 12.8 | 10.8 | 34.8 | 13.0 | 31.6 | 7.4 | 20.7 | 2.7 | 12.9 | 13.1 | 7.7 | 6.8 | 9.9 | 17.6 | 16.9 | 17.1 | 50.3 | 8.8 | 12.9 | 8.9 | 9.3 |
| Standard Deviation(%) | NA | 19.4 | 16.4 | 19.4 | 22.1 | 21.6 | NA | NA | 20.4 | 23.4 | 17.8 | 15.8 | 31.9 | 18.5 | 35.7 | 14.6 | 20.3 | 7.9 | 14.1 | 16.6 | 13.1 | 11.6 | 14.0 | 23.8 | 18.3 | 23.0 | 38.7 | 15.7 | 12.4 | 10.9 | 13.0 |
| Treynor Ratio | NA | 0.36 | 0.3 | 0.26 | 0.14 | 0.18 | NA | NA | 0.12 | 0.15 | 0.32 | 0.45 | -0.4 | 0.3 | 0.39 | 0.47 | 0.01 | 0.34 | 0.01 | 0.07 | 0.16 | 0.34 | 0.19 | 0.02 | 0.13 | 0.48 | -0.42 | 0.1 | 0.02 | 0.01 | 0.01 |
| Alpha | NA | 0.09 | 0.04 | 0.02 | 0.02 | 0.01 | NA | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | -0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | 0.01 | -0.03 | -0.03 |
| Beta | NA | 0.98 | 0.95 | 0.92 | 0.87 | 0.89 | NA | NA | 0.92 | 0.93 | 0.91 | 0.82 | 0.85 | 0.81 | 0.98 | 0.68 | 0.96 | 0.89 | 0.93 | 1.01 | 0.93 | 0.92 | 0.94 | 0.89 | 0.94 | 0.91 | 1.02 | 0.93 | 0.91 | 0.87 | 0.8 |
| RSquared | NA | 0.91 | 0.92 | 0.96 | 0.96 | 0.94 | NA | NA | 0.95 | 0.98 | 0.97 | 0.96 | 0.97 | 0.91 | 0.97 | 0.71 | 0.97 | 0.92 | 0.95 | 0.96 | 0.95 | 0.92 | 0.94 | 0.97 | 0.97 | 0.95 | 0.96 | 0.95 | 0.9 | 0.88 | 0.8 |
| Yield(%) | N/A | 0.1 | 0.5 | 0.8 | 0.5 | 0.6 | 1.2 | 1.2 | N/A | 0.5 | 0.7 | 1.0 | 0.0 | 0.0 | 0.4 | 0.7 | 0.8 | 1.1 | 1.0 | 1.1 | 1.0 | 1.2 | 1.5 | 0.9 | 0.8 | 1.1 | 0.6 | 0.5 | 0.5 | 0.4 | 1.3 |
| Dividend Growth(%) | N/A | -80.2 | 7.1 | 64.8 | -72.4 | 2.3 | N/A | N/A | N/A | 9.5 | -5.5 | 1680.7 | -77.1 | -85.7 | -29.2 | -11.7 | -7.8 | 20.8 | -3.2 | 21.2 | 4.8 | -3.2 | 60.6 | 24.8 | -0.6 | 22.1 | 21.3 | 15.0 | 31.2 | -71.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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