(JKJ) iShares Morningstar - Performance 5.5% in 12m
JKJ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-45.40%
#54 in Peer-Group
Rel. Strength
49.16%
#3868 in Stock-Universe
Total Return 12m
5.52%
#29 in Peer-Group
Total Return 5y
-62.62%
#54 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 64.30 USD |
| 52 Week Low | 47.12 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.31 |
| Buy/Sell Signal +-5 | -1.49 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JKJ (5.5%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
Performance Comparison: JKJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JKJ
| Total Return (including Dividends) | JKJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.26% | 0.44% | 0.44% |
| 3 Months | 2.39% | 6.81% | 6.81% |
| 12 Months | 5.52% | 10.31% | 10.31% |
| 5 Years | -62.62% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | JKJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 42.9% | 83% | 83% |
| 3 Months | 62.5% | 77.5% | 77.5% |
| 12 Months | -8.6% | 43.1% | 43.1% |
| 5 Years | -33.5% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #35 | -1.70% | -1.70% |
| 3 Month | #33 | -4.16% | -4.16% |
| 12 Month | #38 | -4.36% | -4.36% |
| 5 Years | #54 | -81.85% | -81.85% |
FAQs
Does iShares Morningstar (JKJ) outperform the market?
No,
over the last 12 months JKJ made 5.52%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months JKJ made 2.39%, while SPY made 6.81%.
Performance Comparison JKJ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JKJ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -1.7% | -6.8% | -5% |
| US NASDAQ 100 | QQQ | -1.2% | -2.6% | -7% | -4% |
| German DAX 40 | DAX | 0.9% | 1.3% | -19% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -0.9% | -5.2% | -6% |
| Hongkong Hang Seng | HSI | -0.2% | -5.1% | -23.9% | -21% |
| India NIFTY 50 | INDA | 1% | 0.6% | -4.6% | 8% |
| Brasil Bovespa | EWZ | -3.2% | -2.8% | -32% | -5% |
JKJ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.8% | -2.8% | -10.8% | -19% |
| Consumer Discretionary | XLY | 0.2% | 1.8% | 3.3% | -12% |
| Consumer Staples | XLP | -0.5% | 1% | -5.8% | -1% |
| Energy | XLE | -3.9% | -5.7% | -10.8% | 3% |
| Financial | XLF | -0.3% | 1.5% | -10.5% | -18% |
| Health Care | XLV | 0% | -0.4% | -2.1% | 13% |
| Industrial | XLI | -0.4% | 0.2% | -12.5% | -12% |
| Materials | XLB | -0.6% | -1% | -7.1% | 6% |
| Real Estate | XLRE | -1.4% | -0.6% | -8.7% | -7% |
| Technology | XLK | -2.3% | -4.3% | -8.7% | 0% |
| Utilities | XLU | -1.4% | 1.1% | -13.5% | -14% |
| Aerospace & Defense | XAR | -0.8% | -5.5% | -25.9% | -35% |
| Biotech | XBI | 0.2% | -5% | 3.8% | 13% |
| Homebuilder | XHB | 1.5% | 5.3% | 8.1% | 16% |
| Retail | XRT | 0.3% | -1.3% | -0.1% | 4% |
JKJ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.8% | -21.3% | -17.1% | 1% |
| Natural Gas | UNG | -15.2% | -16.8% | -28.6% | 15% |
| Gold | GLD | -2.4% | -5.4% | -33.9% | -38% |
| Silver | SLV | -2.8% | -14.4% | -28.2% | -18% |
| Copper | CPER | -2.9% | -5.6% | -22.7% | -4% |
JKJ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.4% | -2.3% | -3.2% | 10% |
| iShares High Yield Corp. Bond | HYG | -1.9% | -2% | -8.5% | -4% |