NYSEArca - Delayed Quote USD

iShares Morningstar Small-Cap Growth ETF (JKK)

307.42 +4.50 (+1.48%)
At close: March 19 at 3:59 PM EDT

ETF Summary

The investment seeks to track the investment results of the Morningstar® US Small Cap Broad Growth Extended IndexSM composed of small-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 small-capitalization companies that have exhibited above-average “growth” characteristics as determined by Morningstar, Inc.’s (“Morningstar” or the “index provider”) proprietary index methodology.

Risk Overview

Performance & Risk

YTD Return -1.91%
5y Average Return 19.82%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
JKKCategory AverageJKKCategory AverageJKKCategory Average
Alpha 5.04 -- 3.04 -- -0.91 --
BETA 1.16 -- 1.15 -- 1.17 --
Mean Annual Return 1.85 -- 1.85 -- 1.24 --
R-squared 79.53 -- 78.25 -- 77.48 --
Standard Deviation 23.97 -- 19.54 -- 18.05 --
Sharpe Ratio 0.86 -- 1.07 -- 0.79 --
Treynor Ratio 17 -- 18.34 -- 11.53 --

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