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JKG: iShares Morningstar Mid-Cap ETF (ETF)
Basic Info 95.298 0.658(0.70%) June 04
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 1.49% |
| Expenses | 0.04% |
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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(%) | 2.3 | 15.5 | 24.4 | 19.1 | 8.6 | 11.2 | 11.5 | 9.8 | 10.3 | 10.2 | 15.1 | 16.4 | -17.2 | 21.9 | 13.4 | 31.5 | -11.5 | 19.7 | 12.0 | -1.6 | 15.6 | 32.9 | 17.4 | 1.6 | 26.5 | 38.7 | -38.7 | 1.5 | 14.2 | 9.6 | 13.5 |
| Sharpe Ratio | NA | 2.26 | 1.61 | 0.98 | 0.32 | 0.47 | NA | NA | 0.43 | 0.41 | 0.9 | 0.82 | -0.75 | 1.46 | 0.32 | 2.38 | -0.82 | 2.48 | 0.81 | -0.1 | 1.29 | 2.72 | 1.18 | 0.06 | 1.23 | 1.22 | -0.94 | -0.1 | 0.89 | 0.58 | 2.53 |
| Draw Down(%) | NA | 8.0 | 8.0 | 19.8 | 26.1 | 41.0 | NA | NA | 58.8 | 17.9 | 7.4 | 13.8 | 24.5 | 7.7 | 41.0 | 7.4 | 20.3 | 3.3 | 12.1 | 13.2 | 10.1 | 7.9 | 10.6 | 24.1 | 17.1 | 27.7 | 55.3 | 14.7 | 11.1 | 8.7 | 7.7 |
| Standard Deviation(%) | NA | 14.4 | 12.7 | 15.1 | 17.6 | 19.8 | NA | NA | 20.7 | 18.0 | 12.8 | 15.6 | 24.9 | 15.0 | 41.4 | 12.6 | 15.7 | 7.7 | 14.5 | 15.1 | 12.1 | 12.1 | 14.9 | 26.5 | 21.4 | 31.6 | 42.0 | 16.5 | 12.3 | 12.7 | 10.9 |
| Treynor Ratio | NA | 0.32 | 0.2 | 0.15 | 0.06 | 0.09 | NA | NA | 0.09 | 0.07 | 0.11 | 0.13 | -0.19 | 0.23 | 0.13 | 0.31 | -0.14 | 0.2 | 0.13 | -0.02 | 0.17 | 0.35 | 0.18 | 0.02 | 0.28 | 0.41 | -0.43 | -0.02 | 0.11 | 0.07 | 0.32 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 1.02 | 1.02 | 1.01 | 0.99 | 0.99 | NA | NA | 0.96 | 1.01 | 1.01 | 1.02 | 0.96 | 0.97 | 1.02 | 0.97 | 0.93 | 0.94 | 0.93 | 0.97 | 0.93 | 0.93 | 0.97 | 0.93 | 0.95 | 0.94 | 0.93 | 0.96 | 0.95 | 1.0 | 0.85 |
| RSquared | NA | 0.98 | 0.97 | 0.99 | 0.99 | 0.92 | NA | NA | 0.93 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.85 | 0.96 | 0.93 | 0.92 | 0.97 | 0.97 | 0.93 | 0.93 | 0.93 | 0.91 | 0.93 | 0.95 | 0.97 | 0.94 | 0.93 | 0.92 | 0.82 |
| Yield(%) | N/A | 0.3 | 1.5 | 1.8 | 1.1 | 1.1 | 1.9 | 2.1 | N/A | 1.5 | 1.6 | 1.8 | 0.3 | 0.3 | 1.2 | 1.7 | 1.6 | 1.5 | 2.0 | 1.4 | 1.6 | 1.5 | 1.5 | 1.3 | 1.7 | 1.7 | 1.1 | 1.1 | 1.4 | 1.2 | 0.4 |
| Dividend Growth(%) | N/A | -79.4 | 3.4 | 11.3 | -71.3 | 27.6 | N/A | N/A | N/A | 7.8 | 4.2 | 486.4 | -71.2 | -76.4 | -5.7 | -4.9 | 20.4 | -14.0 | 33.5 | 2.1 | 34.0 | 16.5 | 16.4 | -1.8 | 29.0 | -0.4 | 0.7 | -14.5 | 36.6 | 214.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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