Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JKJ (iShares Morningstar Small-Cap ETF) | 9.96% | 28.25% | 16.32% | 4.88% | 8.88% | 9.25% | 7.97% | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKJ (iShares Morningstar Small-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 (%) | -1.49 | 28.25 | 16.32 | 4.88 | 8.88 | 9.25 | 7.97 | … | … | 9.96 | 12.47 | 10.89 | 19.51 | -19.82 | 16.52 | 6.28 | 29.42 | -13.91 | 12.95 | 23.70 | -6.08 | 8.53 | 37.01 | 15.88 | -5.04 | 27.70 | 39.78 | -36.23 | -5.68 | 21.04 | 6.09 | 14.58 |
| Sharpe Ratio | NA | 1.71 | 0.69 | 0.14 | 0.33 | NA | NA | … | … | 1.74 | 0.43 | 0.40 | 0.82 | -0.77 | 0.85 | 0.13 | 1.89 | -0.98 | 1.12 | 1.41 | -0.38 | 0.59 | 2.68 | 1.00 | -0.16 | 1.18 | 1.11 | -0.85 | -0.45 | 1.07 | 0.25 | 2.06 |
| Standard Deviation(%) | NA | 16.50 | 19.61 | 21.40 | 22.81 | NA | NA | … | … | 16.73 | 22.36 | 18.39 | 19.46 | 27.54 | 19.38 | 44.85 | 14.79 | 15.74 | 11.00 | 16.66 | 16.11 | 14.32 | 13.77 | 15.92 | 31.28 | 23.37 | 35.63 | 43.60 | 19.54 | 16.51 | 15.18 | 14.57 |
| Draw Down(%) | NA | 9.39 | 26.22 | 30.62 | 44.18 | NA | NA | … | … | 9.39 | 23.41 | 8.88 | 17.54 | 26.24 | 11.61 | 44.18 | 8.67 | 24.32 | 5.69 | 11.41 | 15.34 | 11.95 | 6.68 | 12.25 | 30.49 | 20.03 | 31.83 | 53.78 | 17.38 | 13.69 | 10.82 | 9.00 |
| Yield(%) | 0.00 | 1.62 | 1.73 | 1.03 | 1.09 | 1.63 | 1.66 | … | … | 0.28 | 1.53 | 1.44 | 1.76 | 0.50 | 0.36 | 1.32 | 1.60 | 1.35 | 1.38 | 1.96 | 1.31 | 1.28 | 1.14 | 2.08 | 0.94 | 1.28 | 1.20 | 0.66 | 0.95 | 0.86 | 0.84 | 0.51 |
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 |
|---|---|---|---|---|
| JKJ (iShares Morningstar Small-Cap ETF) |
-18.70%
Feb 2006 – Feb 2009 |
-1.23%
Mar 2015 – Mar 2020 |
4.96%
Oct 2013 – Oct 2023 |
5.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKJ (iShares Morningstar Small-Cap ETF) |
32.99%
Feb 2009 – Feb 2012 |
27.94%
Feb 2009 – Feb 2014 |
17.01%
Feb 2009 – Feb 2019 |
13.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart