(JKI) iShares Morningstar - Performance 1% in 12m
Compare JKI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-16.81%
#54 in Group
Rel. Strength
47.15%
#4245 in Universe
Total Return 12m
1.01%
#38 in Group
Total Return 5y
-38.16%
#55 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%) vs QQQ (9.9%)
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. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
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 | -4.07% | -1.88% | -2.90% |
| 3 Months | -7.78% | -7.96% | -7.85% |
| 12 Months | 1.01% | 9.87% | 9.33% |
| 5 Years | -38.16% | 126.22% | 106.31% |
| Trend Score (consistency of price movement) | JKI | QQQ | S&P 500 |
| 1 Month | -43.2% | -29.1% | -35.6% |
| 3 Months | -88.1% | -88.9% | -89.7% |
| 12 Months | 35.4% | 46.9% | 58.3% |
| 5 Years | -19.1% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #11 | -1.15% | -0.50% |
| 3 Month | #14 | 1.31% | 0.80% |
| 12 Month | #35 | -7.04% | -6.95% |
| 5 Years | #55 | -72.4% | -69.8% |
FAQs
Does JKI iShares Morningstar outperforms the market?
No,
over the last 12 months JKI made 1.01%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.87%.
Over the last 3 months JKI made -7.78%, while QQQ made -7.96%.
Over the last 3 months JKI made -7.78%, while QQQ made -7.96%.
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 | -2.62% | -1.17% | -2.71% | -8.32% |
| US NASDAQ 100 | QQQ | -4.58% | -2.19% | -2.99% | -8.86% |
| US Dow Jones Industrial 30 | DIA | -0.55% | 1.07% | -2.60% | -5.17% |
| German DAX 40 | DAX | 0.04% | -2.18% | -21.0% | -21.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.91% | -0.50% | -1.08% | -4.17% |
| Hongkong Hang Seng | HSI | -0.35% | -0.53% | -3.80% | -9.29% |
| India NIFTY 50 | INDA | 4.81% | -6.12% | -3.79% | -0.33% |
| Brasil Bovespa | EWZ | -2.37% | -6.39% | -6.06% | 9.30% |
JKI vs. Sectors JKI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.48% | 0.28% | -11.1% | -19.5% |
| Consumer Discretionary | XLY | -4.97% | -1.24% | -5.93% | -9.74% |
| Consumer Staples | XLP | 4.84% | -4.11% | -8.13% | -8.37% |
| Energy | XLE | 0.73% | 7.21% | -1.17% | 12.7% |
| Financial | XLF | -0.66% | 0.23% | -9.82% | -18.6% |
| Health Care | XLV | 0.40% | 0.70% | -0.85% | 1.12% |
| Industrial | XLI | -0.79% | -1.15% | -3.07% | -5.02% |
| Materials | XLB | 0.63% | 0.57% | 4.62% | 7.71% |
| Real Estate | XLRE | 2.21% | -1.90% | -0.55% | -12.7% |
| Technology | XLK | -6.43% | -2.63% | 1.84% | -3.59% |
| Utilities | XLU | 1.53% | -5.10% | -5.33% | -19.1% |
| Aerospace & Defense | XAR | -2.18% | -6.82% | -14.3% | -23.5% |
| Biotech | XBI | -1.75% | 2.10% | 11.2% | 7.03% |
| Homebuilder | XHB | -0.87% | 1.16% | 12.8% | 10.8% |
| Retail | XRT | 0.17% | -1.66% | 2.25% | 5.93% |