Data as of: Nov 15, 2018

JKH: iShares Morningstar Mid-Cap Growth

  • Last Price
  • Dividend *
  • Yield *
  • Dividend Payments *
  • 210.00
  • $0.74
  • 0.35 %
  • 4
  • Volatility *
  • S&P 500 Volatility *
  • S&P 500 Correlation *
  • 15.0 %
  • 14.1 %
  • +0.86
  • Net Assets (Million)
  • First Data
  • More info
* Last Twelve Completed Months
  Q1 Q2 Q3 Q4 Annual
2018 +3.52 % +4.60 % +7.76 % -10.91 % +3.95 %
2017 +7.46 % +5.26 % +3.87 % +6.88 % +25.57 %
2016 -1.44 % +2.59 % +4.51 % -0.25 % +5.40 %
2015 +6.72 % -1.37 % -8.88 % +3.32 % -0.91 %
2014 +1.76 % +3.61 % -1.37 % +6.22 % +10.45 %
2013 +10.74 % +1.95 % +10.43 % +7.38 % +33.88 %
2012 +15.29 % -6.03 % +5.57 % +0.99 % +15.51 %
2011 +9.44 % +1.92 % -18.79 % +7.23 % -2.87 %
2010 +7.77 % -8.31 % +13.02 % +14.46 % +27.84 %
2009 -3.84 % +17.81 % +17.24 % +7.04 % +42.17 %
2008 -12.92 % +9.22 % -21.08 % -28.75 % -46.51 %
2007 +5.12 % +8.34 % +4.99 % -0.37 % +19.13 %
2006 +8.93 % -4.76 % -1.34 % +6.89 % +9.41 %
2005 -1.66 % +4.35 % +8.09 % +4.54 % +15.94 %

Monthly Total Returns (including all dividends): Nov-16 - Nov-18

JKH monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns