(JKL) iShares Morningstar - Performance -1% in 12m
Compare JKL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.41%
#14 in Group
Rel. Strength
43.04%
#4568 in Universe
Total Return 12m
-0.97%
#24 in Group
Total Return 5y
99.31%
#14 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%) vs SPY (9.4%)
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 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
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 | -4.54% | -0.87% | -0.87% |
| 3 Months | -13.40% | -8.60% | -8.60% |
| 12 Months | -0.97% | 9.37% | 9.37% |
| 5 Years | 99.31% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | JKL | SPY | S&P 500 |
| 1 Month | -31.4% | -17.9% | -17.9% |
| 3 Months | -91.9% | -89.7% | -89.7% |
| 12 Months | 33.7% | 57.2% | 57.2% |
| 5 Years | 71.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #35 | -3.67% | -3.67% |
| 3 Month | #34 | -5.21% | -5.21% |
| 12 Month | #28 | -9.42% | -9.42% |
| 5 Years | #23 | -2.24% | -2.24% |
FAQs
Does JKL iShares Morningstar outperforms the market?
No,
over the last 12 months JKL made -0.97%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months JKL made -13.40%, while SPY made -8.60%.
Over the last 3 months JKL made -13.40%, while SPY made -8.60%.
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 | -1.73% | -3.67% | -6.01% | -10.3% |
| US NASDAQ 100 | QQQ | -3.61% | -5.28% | -6.23% | -10.8% |
| US Dow Jones Industrial 30 | DIA | 0.05% | -1.38% | -6.17% | -7.48% |
| German DAX 40 | DAX | 0.88% | -3.58% | -24.4% | -23.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.11% | -1.69% | -4.10% | -5.86% |
| Hongkong Hang Seng | HSI | 0.88% | -2.09% | -6.79% | -11.0% |
| India NIFTY 50 | INDA | 4.91% | -8.46% | -7.86% | -3.15% |
| Brasil Bovespa | EWZ | -2.52% | -9.36% | -10.3% | 6.41% |
JKL vs. Sectors JKL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.96% | -3.47% | -14.8% | -22.0% |
| Consumer Discretionary | XLY | -4.08% | -4.86% | -9.23% | -11.8% |
| Consumer Staples | XLP | 6.10% | -4.74% | -11.1% | -9.98% |
| Energy | XLE | 0.92% | 5.69% | -5.10% | 10.1% |
| Financial | XLF | -0.06% | -2.43% | -13.4% | -21.0% |
| Health Care | XLV | 0.91% | -0.44% | -4.49% | -1.26% |
| Industrial | XLI | -0.21% | -3.99% | -6.66% | -7.36% |
| Materials | XLB | 1.37% | -1.86% | 1.19% | 5.56% |
| Real Estate | XLRE | 2.51% | -3.02% | -4.40% | -15.4% |
| Technology | XLK | -5.32% | -5.39% | -1.28% | -5.40% |
| Utilities | XLU | 1.83% | -5.45% | -9.21% | -21.9% |
| Aerospace & Defense | XAR | -1.64% | -9.75% | -17.9% | -25.9% |
| Biotech | XBI | -2.30% | -0.95% | 6.81% | 3.74% |
| Homebuilder | XHB | -0.12% | -2.12% | 9.41% | 8.62% |
| Retail | XRT | 0.81% | -4.73% | -1.27% | 3.69% |