(JKF) iShares Morningstar - Performance 4.3% in 12m
Compare JKF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
1.05%
#127 in Group
Rel. Strength
53.47%
#3717 in Universe
Total Return 12m
4.32%
#90 in Group
Total Return 5y
-16.80%
#129 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 (4.3%) vs DIA (5.3%)
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. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
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 | -5.70% | -5.82% | -5.89% |
| 3 Months | -8.63% | -10.73% | -12.45% |
| 12 Months | 4.32% | 5.31% | 6.72% |
| 5 Years | -16.80% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | JKF | DIA | S&P 500 |
| 1 Month | -73.2% | -73.8% | -74.5% |
| 3 Months | -79.2% | -88.6% | -88.2% |
| 12 Months | 63.9% | 71.6% | 66.1% |
| 5 Years | -12.7% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #52 | 0.13% | 0.20% |
| 3 Month | #73 | 2.35% | 4.36% |
| 12 Month | #92 | -0.94% | -2.25% |
| 5 Years | #130 | -54.1% | -58.6% |
FAQs
Does JKF iShares Morningstar outperforms the market?
No,
over the last 12 months JKF made 4.32%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months JKF made -8.63%, while DIA made -10.73%.
Over the last 3 months JKF made -8.63%, while DIA made -10.73%.
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 | 1.16% | 0.19% | 0.69% | -2.40% |
| US NASDAQ 100 | QQQ | 2.02% | 0.58% | 1.22% | -1.21% |
| US Dow Jones Industrial 30 | DIA | 2.33% | 0.12% | 0.15% | -0.99% |
| German DAX 40 | DAX | -4.20% | 3.70% | -16.4% | -13.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.45% | 1.80% | -1.59% | -1.57% |
| Hongkong Hang Seng | HSI | -3.13% | 4.12% | -0.83% | -11.9% |
| India NIFTY 50 | INDA | -3.21% | -10.5% | -1.76% | 1.25% |
| Brasil Bovespa | EWZ | -2.40% | -0.62% | -2.26% | 13.8% |
JKF vs. Sectors JKF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.91% | -0.04% | -8.12% | -9.22% |
| Consumer Discretionary | XLY | 2.03% | -1.78% | -2.05% | -4.90% |
| Consumer Staples | XLP | -2.14% | -8.90% | -9.53% | -9.62% |
| Energy | XLE | -3.56% | 4.38% | -0.37% | 14.6% |
| Financial | XLF | -0.21% | -1.19% | -7.43% | -14.6% |
| Health Care | XLV | 0.76% | 1.67% | 2.09% | 4.86% |
| Industrial | XLI | 0.04% | -1.0% | 0.61% | -1.04% |
| Materials | XLB | -0.56% | 0.95% | 7.77% | 11.9% |
| Real Estate | XLRE | -4.18% | -2.81% | -0.66% | -12.8% |
| Technology | XLK | 2.52% | 3.23% | 7.50% | 5.53% |
| Utilities | XLU | -2.15% | -5.28% | -5.05% | -20.1% |
| Aerospace & Defense | XAR | -0.53% | -5.74% | -9.07% | -19.8% |
| Biotech | XBI | -2.40% | 6.18% | 15.2% | 13.2% |
| Homebuilder | XHB | 0.21% | 1.14% | 18.6% | 13.4% |
| Retail | XRT | -0.54% | -3.59% | 5.36% | 8.71% |