(JKJ) iShares Morningstar - Performance 0.1% in 12m
Compare JKJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-38.74%
#59 in Group
Rel. Strength
43.28%
#4552 in Universe
Total Return 12m
0.10%
#41 in Group
Total Return 5y
-61.46%
#57 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: JKJ (0.1%) vs SPY (10.8%)

5y Drawdown (Underwater) Chart

Top Performers 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 |
---|---|---|---|---|---|---|---|---|
CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
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 | -6.20% | -4.31% | -4.31% |
3 Months | -13.13% | -7.85% | -7.85% |
12 Months | 0.10% | 10.76% | 10.76% |
5 Years | -61.46% | 106.31% | 106.31% |
Trend Score (consistency of price movement) | JKJ | SPY | S&P 500 |
1 Month | -43.5% | -35.6% | -35.6% |
3 Months | -93.0% | -89.7% | -89.7% |
12 Months | 31.2% | 58.3% | 58.3% |
5 Years | -41.2% | 84.2% | 84.2% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
1 Month | #32 | -1.27% | -1.27% |
3 Month | #33 | -5.05% | -5.05% |
12 Month | #35 | -8.97% | -8.97% |
5 Years | #57 | -81.2% | -81.2% |
FAQs
Does JKJ iShares Morningstar outperforms the market?
No,
over the last 12 months JKJ made 0.10%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months JKJ made -13.13%, while SPY made -7.85%.
Over the last 3 months JKJ made -13.13%, while SPY made -7.85%.
Performance Comparison JKJ vs Indeces and Sectors
JKJ vs. Indices JKJ is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -0.99% | -1.89% | -5.04% | -10.7% |
US NASDAQ 100 | QQQ | -2.95% | -1.96% | -5.04% | -11.9% |
US Dow Jones Industrial 30 | DIA | 1.08% | -0.42% | -5.30% | -6.88% |
German DAX 40 | DAX | 1.67% | -2.39% | -23.5% | -23.4% |
Shanghai Shenzhen CSI 300 | CSI 300 | 5.54% | -2.70% | -3.62% | -8.52% |
Hongkong Hang Seng | HSI | 1.28% | -3.32% | -6.91% | -13.9% |
India NIFTY 50 | INDA | 6.44% | -7.76% | -6.64% | -1.70% |
Brasil Bovespa | EWZ | -0.74% | -8.17% | -9.54% | 5.60% |
JKJ vs. Sectors JKJ is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -0.85% | -0.62% | -13.8% | -22.3% |
Consumer Discretionary | XLY | -3.34% | -2.16% | -8.20% | -14.3% |
Consumer Staples | XLP | 6.47% | -8.95% | -10.4% | -9.39% |
Energy | XLE | 2.36% | 5.43% | -2.61% | 12.0% |
Financial | XLF | 0.97% | -1.42% | -13.1% | -19.2% |
Health Care | XLV | 2.03% | -1.23% | -3.03% | -0.16% |
Industrial | XLI | 0.84% | -2.13% | -5.39% | -6.81% |
Materials | XLB | 2.26% | -1.69% | 1.85% | 5.44% |
Real Estate | XLRE | 3.84% | -4.29% | -2.89% | -15.0% |
Technology | XLK | -4.80% | -1.68% | -0.17% | -6.14% |
Utilities | XLU | 3.16% | -7.88% | -8.14% | -20.3% |
Aerospace & Defense | XAR | -0.55% | -5.90% | -16.3% | -26.9% |
Biotech | XBI | -0.12% | 1.64% | 8.05% | 2.35% |
Homebuilder | XHB | 0.76% | -0.18% | 9.94% | 8.07% |
Retail | XRT | 1.80% | -3.27% | -0.92% | 3.72% |