NasdaqGS - Delayed Quote USD

iShares Morningstar Mid-Cap Value ETF (JKI)

185.78 -0.19 (-0.10%)
At close: March 19 at 3:59 PM EDT

Performance Overview: JKI

Trailing returns as of 3/22/2021.

YTD Return

JKI
15.85%
Category
--

1-Year Return

JKI
105.05%
Category
--

3-Year Return

JKI
8.81%
Category
--

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JKI
Category
YTD
10.33%
0.00%
1-Month
9.16%
0.00%
3-Month
13.30%
0.00%
1-Year
25.36%
0.00%
3-Year
6.16%
0.00%
5-Year
11.06%
0.00%
10-Year
10.49%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
JKI
Category
2020
-3.97%
--
2019
24.40%
--
2018
-10.77%
--
2017
12.69%
--
2016
24.77%
--
2015
-2.81%
--
2014
11.14%
--
2013
41.72%
--

2012
17.28%
--
2011
-2.87%
--
2010
20.22%
--
2009
35.63%
--
2008
-36.01%
--
2007
-5.79%
--
2006
18.42%
--
2005
11.56%
--
2004
--
--

ETF Summary

The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited “value” characteristics as determined by Morningstar, Inc.’s (“Morningstar” or the “index provider”) proprietary index methodology.

ETF Overview

Category --
Fund Family iShares
Net Assets 414.43M
YTD Daily Total Return 15.85%
Yield 2.36%
Legal Type Exchange Traded Fund

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