Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKG (iShares Morningstar Mid-Cap ETF) | 12.89% | 21.77% | 17.37% | 7.99% | 10.87% | 11.46% | 9.83% | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKG (iShares Morningstar Mid-Cap ETF) | 07/02/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 21.77 | 17.37 | 7.99 | 10.87 | 11.46 | 9.83 | … | … | 12.89 | 10.25 | 15.10 | 16.37 | -17.21 | 21.86 | 13.35 | 31.50 | -11.51 | 19.69 | 11.99 | -1.55 | 15.63 | 32.92 | 17.40 | 1.60 | 26.48 | 38.65 | -38.67 | 1.51 | 14.23 | 9.56 | 13.47 |
| Sharpe Ratio | NA | 1.70 | 0.99 | 0.34 | 0.48 | NA | NA | … | … | 2.68 | 0.41 | 0.90 | 0.82 | -0.75 | 1.46 | 0.32 | 2.38 | -0.82 | 2.48 | 0.81 | -0.10 | 1.29 | 2.72 | 1.18 | 0.06 | 1.23 | 1.22 | -0.94 | -0.10 | 0.89 | 0.58 | 2.53 |
| Standard Deviation(%) | NA | 12.77 | 15.04 | 17.62 | 19.85 | NA | NA | … | … | 14.16 | 18.03 | 12.76 | 15.61 | 24.86 | 14.99 | 41.42 | 12.60 | 15.69 | 7.72 | 14.47 | 15.11 | 12.09 | 12.10 | 14.85 | 26.50 | 21.41 | 31.60 | 42.00 | 16.45 | 12.26 | 12.66 | 10.87 |
| Draw Down(%) | NA | 8.05 | 19.80 | 26.08 | 40.99 | NA | NA | … | … | 8.05 | 17.89 | 7.40 | 13.79 | 24.51 | 7.70 | 40.99 | 7.42 | 20.32 | 3.33 | 12.09 | 13.18 | 10.09 | 7.85 | 10.64 | 24.12 | 17.10 | 27.66 | 55.29 | 14.69 | 11.06 | 8.71 | 7.69 |
| Yield(%) | 0.00 | 1.48 | 1.83 | 1.15 | 1.14 | 1.93 | 2.05 | … | … | 0.29 | 1.54 | 1.63 | 1.78 | 0.25 | 0.27 | 1.25 | 1.72 | 1.56 | 1.53 | 1.99 | 1.43 | 1.61 | 1.52 | 1.53 | 1.33 | 1.68 | 1.75 | 1.11 | 1.09 | 1.42 | 1.16 | 0.41 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JKG (iShares Morningstar Mid-Cap ETF) |
-17.29%
Feb 2006 – Feb 2009 |
0.37%
Aug 2005 – Aug 2010 |
7.20%
Jan 2006 – Jan 2016 |
7.37%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKG (iShares Morningstar Mid-Cap ETF) |
33.42%
Feb 2009 – Feb 2012 |
28.31%
Feb 2009 – Feb 2014 |
17.96%
Feb 2009 – Feb 2019 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart