NYSEArca - Delayed Quote USD

iShares Morningstar Growth ETF (JKE)

283.81 +1.35 (+0.48%)
At close: March 19 at 3:48 PM EDT

ETF Summary

The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth 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 large- mid capitalization companies that have exhibited above-average “growth” characteristics as determined by Morningstar, Inc.’s (“Morningstar” or the “index provider”) proprietary index methodology. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return -1.30%
5y Average Return 20.58%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
JKECategory AverageJKECategory AverageJKECategory Average
Alpha 5.78 -- 4.35 -- 2.46 --
BETA 1 -- 1.01 -- 1.03 --
Mean Annual Return 1.73 -- 1.77 -- 1.37 --
R-squared 92.06 -- 88.88 -- 89.36 --
Standard Deviation 19.28 -- 16.08 -- 14.74 --
Sharpe Ratio 1 -- 1.25 -- 1.07 --
Treynor Ratio 19.25 -- 20.6 -- 15.42 --

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