(JKF) iShares Morningstar - Performance 6.8% in 12m
Compare JKF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
1.40%
#130 in Group
Rel. Strength
53.76%
#3691 in Universe
Total Return 12m
6.81%
#92 in Group
Total Return 5y
-13.58%
#132 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: JKF (6.8%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: JKF vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for JKF
| Total Return (including Dividends) | JKF | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.30% | -3.18% | -0.87% |
| 3 Months | -6.15% | -8.41% | -7.58% |
| 12 Months | 6.81% | 9.20% | 11.88% |
| 5 Years | -13.58% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | JKF | DIA | S&P 500 |
| 1 Month | -4.70% | -2.7% | 23% |
| 3 Months | -86.9% | -91.1% | -88.5% |
| 12 Months | 53.8% | 61.2% | 55.1% |
| 5 Years | -10.1% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #55 | 0.15% | -2.42% |
| 3 Month | #77 | 2.76% | 1.59% |
| 12 Month | #90 | -1.92% | -4.49% |
| 5 Years | #132 | -53.8% | -58.9% |
FAQs
Does JKF iShares Morningstar outperforms the market?
No,
over the last 12 months JKF made 6.81%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months JKF made -6.15%, while DIA made -8.41%.
Over the last 3 months JKF made -6.15%, while DIA made -8.41%.
Performance Comparison JKF vs Indeces and Sectors
JKF vs. Indices JKF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.59% | -2.43% | -1.14% | -5.07% |
| US NASDAQ 100 | QQQ | -2.62% | -4.70% | -1.57% | -5.86% |
| US Dow Jones Industrial 30 | DIA | -0.65% | -0.12% | -1.05% | -2.39% |
| German DAX 40 | DAX | -0.36% | -4.62% | -20.7% | -17.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.37% | -0.48% | 1.85% | 0.85% |
| Hongkong Hang Seng | HSI | -0.60% | -3.36% | -3.06% | -7.08% |
| India NIFTY 50 | INDA | 1.25% | -7.36% | -1.43% | 3.74% |
| Brasil Bovespa | EWZ | -0.79% | -7.90% | -4.84% | 12.6% |
JKF vs. Sectors JKF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.84% | -2.25% | -7.27% | -17.2% |
| Consumer Discretionary | XLY | -1.67% | -3.20% | -3.65% | -6.51% |
| Consumer Staples | XLP | 1.91% | -3.50% | -6.45% | -4.39% |
| Energy | XLE | 2.89% | 10.6% | 4.65% | 17.9% |
| Financial | XLF | -0.20% | -1.19% | -8.74% | -15.9% |
| Health Care | XLV | -1.51% | 0.49% | 0.55% | 5.09% |
| Industrial | XLI | -2.01% | -3.41% | -1.85% | -2.78% |
| Materials | XLB | -0.98% | -0.87% | 6.27% | 10.3% |
| Real Estate | XLRE | -0.07% | -1.99% | -0.25% | -11.3% |
| Technology | XLK | -4.04% | -4.99% | 2.20% | -0.92% |
| Utilities | XLU | 1.25% | -3.36% | -3.26% | -15.0% |
| Aerospace & Defense | XAR | -2.54% | -9.69% | -14.7% | -19.8% |
| Biotech | XBI | -2.89% | -5.58% | 11.5% | 8.64% |
| Homebuilder | XHB | -0.90% | -1.03% | 13.7% | 13.8% |
| Retail | XRT | -0.02% | -2.74% | 4.43% | 9.55% |