(JKL) iShares Morningstar - Performance 1.2% in 12m
Compare JKL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.10%
#14 in Group
Rel. Strength
44.67%
#4415 in Universe
Total Return 12m
1.24%
#19 in Group
Total Return 5y
109.94%
#10 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: JKL (1.2%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
Performance Comparison: JKL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JKL
| Total Return (including Dividends) | JKL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.48% | -0.45% | -0.45% |
| 3 Months | -11.30% | -6.29% | -6.29% |
| 12 Months | 1.24% | 13.04% | 13.04% |
| 5 Years | 109.94% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | JKL | SPY | S&P 500 |
| 1 Month | 26.8% | 47.5% | 47.5% |
| 3 Months | -89.9% | -87.3% | -87.3% |
| 12 Months | 28.6% | 54.3% | 54.3% |
| 5 Years | 71.9% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #19 | -3.37% | -3.37% |
| 3 Month | #29 | -4.67% | -4.67% |
| 12 Month | #21 | -9.80% | -9.80% |
| 5 Years | #18 | -0.19% | -0.19% |
FAQs
Does JKL iShares Morningstar outperforms the market?
No,
over the last 12 months JKL made 1.24%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months JKL made -11.30%, while SPY made -6.29%.
Over the last 3 months JKL made -11.30%, while SPY made -6.29%.
Performance Comparison JKL vs Indeces and Sectors
JKL vs. Indices JKL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.78% | -4.03% | -7.18% | -11.8% |
| US NASDAQ 100 | QQQ | -2.70% | -6.38% | -7.89% | -13.7% |
| US Dow Jones Industrial 30 | DIA | -1.24% | -1.63% | -6.42% | -8.03% |
| German DAX 40 | DAX | -1.42% | -4.26% | -25.3% | -23.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.87% | -1.27% | -3.48% | -3.73% |
| Hongkong Hang Seng | HSI | -1.38% | -2.96% | -7.71% | -11.7% |
| India NIFTY 50 | INDA | 0.74% | -9.36% | -7.06% | -1.66% |
| Brasil Bovespa | EWZ | -0.15% | -7.31% | -12.9% | 7.98% |
JKL vs. Sectors JKL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.93% | -3.88% | -13.2% | -22.2% |
| Consumer Discretionary | XLY | -1.81% | -3.89% | -8.35% | -13.4% |
| Consumer Staples | XLP | 0.28% | -3.66% | -11.3% | -9.70% |
| Energy | XLE | 2.48% | 9.56% | -2.04% | 10.6% |
| Financial | XLF | -0.67% | -2.47% | -14.1% | -21.4% |
| Health Care | XLV | 0.92% | 0.19% | -2.02% | 2.47% |
| Industrial | XLI | -2.10% | -4.78% | -8.22% | -9.45% |
| Materials | XLB | 0.03% | -1.26% | 0.66% | 5.68% |
| Real Estate | XLRE | -1.67% | -3.38% | -7.34% | -17.1% |
| Technology | XLK | -3.34% | -6.91% | -4.23% | -9.20% |
| Utilities | XLU | -0.50% | -4.58% | -11.6% | -19.6% |
| Aerospace & Defense | XAR | -2.81% | -11.5% | -21.1% | -26.2% |
| Biotech | XBI | -1.62% | -10.0% | 8.13% | 6.63% |
| Homebuilder | XHB | -0.51% | -2.40% | 7.78% | 7.41% |
| Retail | XRT | -0.54% | -3.32% | -1.22% | 2.75% |