iShares Morningstar Small Cap ETF Technical Analysis
| JKL ETF | USD 74.44 0.83 1.13% |
As of the 7th of May, IShares Morningstar’s market price stands at 74.44 per share. Core price metrics include Risk Adjusted Performance of 0.048, downside deviation of 0.9956, and Market Risk Adjusted Performance of 0.0537. The methodology quantifies volatility-adjusted price movement. Trend metrics are benchmarked against sector norms.
IShares Morningstar Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as IShares, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ISharesIShares |
Investors evaluate iShares Morningstar using market price and NAV, each describing a different view of the fund. ETF assessment draws on expense ratio, liquidity, bid-ask spread, and how effectively the fund replicates its target exposure.
Note that IShares Morningstar's market price and net asset value (NAV) are different measures derived from different inputs. The observed price for IShares Morningstar captures the most recent agreement between transacting parties.
What-If Analysis
Backtesting a what-if scenario on iShares Morningstar Small Cap shows how the etf may have behaved if the position had been entered, held, or resized under different historical assumptions. The point is not to predict the future from one chart, but to understand how sensitive the trade has been to timing and holding assumptions.
| 02/06/2026 |
| 05/07/2026 |
A 0.00 entry into IShares Morningstar on February 6, 2026 held to the present would earn 0.00 in total gains. The outcome is a 0.0% net return in IShares Morningstar on balance over the 90 day interval. IShares Morningstar's competitive landscape includes IShares Morningstar, IShares Morningstar, WisdomTree Trust, Franklin Templeton, and IShares Morningstar. The investment seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM compos... More
Momentum Range Indicators for IShares Morningstar Summary
Upside and downside indicators for IShares Morningstar summarize momentum balance and potential range context for the ETF. The readings quantify how far price has moved within its recent directional range.
| Downside Deviation | 0.9956 | |||
| Information Ratio | 0.0295 | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | -1.65 | |||
| Potential Upside | 1.93 |
IShares Morningstar Volatility and Risk Indicators Summary
Historical risk measures for IShares Morningstar describe how the price has varied across observation periods. Risk-adjusted return metrics like Sharpe or Sortino ratio normalize performance against the volatility required to achieve it.| Risk Adjusted Performance | 0.048 | |||
| Jensen Alpha | 0.0305 | |||
| Total Risk Alpha | 0.0292 | |||
| Sortino Ratio | 0.0297 | |||
| Treynor Ratio | 0.0437 |
While mean reversion in IShares Morningstar is a statistically observable tendency, it operates on uncertain timelines. Mean reversion signals in IShares Morningstar's arise when prices disconnect from earnings, book value, or historical multiples. Mean reversion in IShares Morningstar is more reliable over longer time horizons than shorter ones.
Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.048 | |||
| Market Risk Adjusted Performance | 0.0537 | |||
| Mean Deviation | 0.7508 | |||
| Semi Deviation | 0.9188 | |||
| Downside Deviation | 0.9956 | |||
| Coefficient Of Variation | 2024.07 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 | |||
| Information Ratio | 0.0295 | |||
| Jensen Alpha | 0.0305 | |||
| Total Risk Alpha | 0.0292 | |||
| Sortino Ratio | 0.0297 | |||
| Treynor Ratio | 0.0437 | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | -1.65 | |||
| Potential Upside | 1.93 | |||
| Downside Variance | 0.9913 | |||
| Semi Variance | 0.8443 | |||
| Expected Short fall | -0.79 | |||
| Skewness | 0.1835 | |||
| Kurtosis | 0.1946 |
iShares Morningstar Backtested Returns
IShares Morningstar carries a very low volatility profile across the measured period. It has a Sharpe Ratio of 0.0128, which indicates that 0.0128 units of return per unit of risk over the last 3 months. We identified thirty technical indicators supporting this volatility profile. Please analyze metrics such as risk-adjusted performance of 0.048, downside deviation of 0.9956, and market risk-adjusted performance of 0.0537 to evaluate risk-adjusted performance metrics. The ETF maintains a Beta (Market Risk) of 0.9, which means generally lower market sensitivity than the broad market. Returns on IShares Morningstar closely shadow the broad market, offering near-index exposure without significant amplification or dampening.
Auto-correlation | -0.81 |
Excellent reverse predictability
iShares Morningstar Small Cap exhibits excellent reverse predictability. Autocorrelation measures the degree of predictability between IShares Morningstar time series from 6th of February 2026 to 23rd of March 2026 and from 23rd of March 2026 to 7th of May 2026. Persistent correlation between intervals suggests underlying momentum patterns in IShares Morningstar that may carry forward. The measured coefficient of -0.81 means around 81.0% of IShares Morningstar's recent price variance traces back to prior period behavior. Given that iShares Morningstar Small Cap has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.81 | |
| Spearman Rank Test | -0.86 | |
| Residual Average | 0.0 | |
| Price Variance | 4.88 |
This technical analysis module for IShares Morningstar is structured around price and volume data. The approach includes tools such as moving averages and relative strength indicators.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of iShares Morningstar volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of IShares Morningstar evaluates traded price structure, volume, and spread stability relative to NAV behavior. Signal clustering can improve consistency of interpretation across indicators.
iShares Morningstar Small Cap metrics are compiled from fund disclosures and market reference feeds and normalized before display.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board
Technical Indicators
Technical analysis of iShares Morningstar Small Cap is useful because it frames whether the current trend still looks durable or is beginning to weaken. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.048 | |||
| Market Risk Adjusted Performance | 0.0537 | |||
| Mean Deviation | 0.7508 | |||
| Semi Deviation | 0.9188 | |||
| Downside Deviation | 0.9956 | |||
| Coefficient Of Variation | 2024.07 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 | |||
| Information Ratio | 0.0295 | |||
| Jensen Alpha | 0.0305 | |||
| Total Risk Alpha | 0.0292 | |||
| Sortino Ratio | 0.0297 | |||
| Treynor Ratio | 0.0437 | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | -1.65 | |||
| Potential Upside | 1.93 | |||
| Downside Variance | 0.9913 | |||
| Semi Variance | 0.8443 | |||
| Expected Short fall | -0.79 | |||
| Skewness | 0.1835 | |||
| Kurtosis | 0.1946 |
iShares Morningstar One Year Return
IShares Morningstar's One Year Return of 33.4% compares much above the iShares family. Relative to the Small Value category, the figure is notably above. The all United States etfs average is notably below IShares Morningstar's level.
Although One Year Fund Return reflects overall fund short-term performance, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.May 7, 2026 Daily Trend Indicators
Technical analysis of iShares Morningstar Small Cap is useful because it frames whether the current trend still looks durable or is beginning to weaken. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Accumulation Distribution | 0.01 | ||
| Daily Balance Of Power | 1.60 | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 74.35 | ||
| Day Typical Price | 74.38 | ||
| Price Action Indicator | 0.50 | ||
| Market Facilitation Index | 0.52 |
More Resources for IShares ETF Analysis
Investors evaluate iShares Morningstar using market price and NAV, each describing a different view of the fund. ETF assessment draws on expense ratio, liquidity, bid-ask spread, and how effectively the fund replicates its target exposure.
Note that IShares Morningstar's market price and net asset value (NAV) are different measures derived from different inputs. The observed price for IShares Morningstar captures the most recent agreement between transacting parties.