(JKI) iShares Morningstar - Performance 1.7% in 12m
Compare JKI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-17.63%
#54 in Group
Rel. Strength
46.22%
#4280 in Universe
Total Return 12m
1.67%
#44 in Group
Total Return 5y
-36.34%
#54 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: JKI (1.7%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
Performance Comparison: JKI vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for JKI
| Total Return (including Dividends) | JKI | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 4.77% | 4.71% | 2.87% |
| 3 Months | -3.96% | -7.66% | -6.42% |
| 12 Months | 1.67% | 11.32% | 9.87% |
| 5 Years | -36.34% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | JKI | QQQ | S&P 500 |
| 1 Month | 90.9% | 86.6% | 89.4% |
| 3 Months | -78.8% | -63.8% | -72% |
| 12 Months | 22.0% | 37.3% | 49.3% |
| 5 Years | -16.3% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #46 | -0.01% | 1.72% |
| 3 Month | #21 | 3.94% | 2.49% |
| 12 Month | #43 | -8.73% | -7.58% |
| 5 Years | #54 | -71.3% | -69.4% |
FAQs
Does JKI iShares Morningstar outperforms the market?
No,
over the last 12 months JKI made 1.67%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months JKI made -3.96%, while QQQ made -7.66%.
Over the last 3 months JKI made -3.96%, while QQQ made -7.66%.
Performance Comparison JKI vs Indeces and Sectors
JKI vs. Indices JKI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.83% | 1.90% | -3.22% | -8.20% |
| US NASDAQ 100 | QQQ | 0.58% | 0.06% | -3.63% | -9.65% |
| US Dow Jones Industrial 30 | DIA | 0.55% | 3.16% | -2.19% | -4.70% |
| German DAX 40 | DAX | -1.29% | -14.5% | -28.8% | -23.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.17% | -1.50% | -2.45% | -3.96% |
| Hongkong Hang Seng | HSI | -2.69% | -11.4% | -12.7% | -10.4% |
| India NIFTY 50 | INDA | 3.22% | 2.49% | -5.12% | -0.66% |
| Brasil Bovespa | EWZ | -1.22% | -6.76% | -12.4% | 8.15% |
JKI vs. Sectors JKI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.65% | 1.10% | -9.40% | -18.7% |
| Consumer Discretionary | XLY | -0.09% | 1.26% | -1.03% | -12.4% |
| Consumer Staples | XLP | 1.20% | 2.75% | -10.1% | -5.89% |
| Energy | XLE | -0.15% | 4.69% | 2.78% | 11.4% |
| Financial | XLF | 0.20% | -0.80% | -9.10% | -19.9% |
| Health Care | XLV | 4.62% | 9.15% | 2.01% | 7.59% |
| Industrial | XLI | -0.74% | -2.61% | -4.20% | -8.32% |
| Materials | XLB | 0.84% | 0.06% | 0.83% | 7.70% |
| Real Estate | XLRE | 1.16% | -1.35% | -5.60% | -11.8% |
| Technology | XLK | -0.06% | -1.97% | -0.95% | -5.33% |
| Utilities | XLU | -0.21% | -0.85% | -11.0% | -14.2% |
| Aerospace & Defense | XAR | 0.32% | -4.57% | -12.5% | -23.5% |
| Biotech | XBI | 8.91% | 2.75% | 17.8% | 15.7% |
| Homebuilder | XHB | 1.27% | 1.70% | 10.4% | 11.4% |
| Retail | XRT | 0.68% | 1.18% | 3.07% | 5.99% |