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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-19
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 223.97Change
+4.52 (+2.06)%Market Cap
N/AVolume
0.04BAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-19
ETF | Small Blend |
Last Closing
USD 223.97Change
+4.52 (+2.06)%Market Cap
N/AVolume
0.04BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
+2.26 (+1.95%) |
USD 84.22B |
SCHA | Schwab U.S. Small-Cap ETF |
+0.97 (+1.90%) |
USD 17.65B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
+0.87 (+1.93%) |
USD 11.31B |
FNDA | Schwab Fundamental U.S. Small .. |
+1.04 (+1.76%) |
USD 8.66B |
EES | WisdomTree U.S. SmallCap Earni.. |
+1.25 (+2.38%) |
USD 0.60B |
JHSC | John Hancock Multifactor Small.. |
+0.73 (+1.86%) |
USD 0.55B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
+1.62 (+2.36%) |
USD 0.50B |
JPSE | JPMorgan Diversified Return U... |
+0.84 (+1.76%) |
USD 0.50B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
+2.11 (+1.67%) |
USD 0.19B |
ISMD | Inspire Small/Mid Cap Impact E.. |
+0.68 (+1.81%) |
USD 0.19B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
XSU:CA | iShares US Small Cap (CAD.. | 99.92 % | 0.36 % |
+0.88 (+1.32%) |
CAD 0.69B |
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.52 % | 0.00 % |
+0.27 (+1.32%) |
USD 3.56M |
RHTX | Starboard Investment Trus.. | 10.45 % | 0.00 % |
+0.27 (+1.32%) |
USD 9.24M |
MOOD | Relative Sentiment Tactic.. | 7.64 % | 0.00 % |
+0.33 (+1.32%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 4.68 % | 0.00 % |
+0.09 (+1.32%) |
USD 0.02B |
ITDI | iShares Trust | 4.37 % | 0.00 % |
+0.54 (+1.32%) |
USD 3.53M |
ITDG | iShares Trust | 4.34 % | 0.00 % |
+0.54 (+1.32%) |
USD 4.12M |
ITDH | iShares Trust | 4.33 % | 0.00 % |
+0.54 (+1.32%) |
USD 2.94M |
ITDF | iShares Trust | 4.06 % | 0.00 % |
+0.51 (+1.32%) |
USD 5.88M |
WLTG | ETF Opportunities Trust | 4.06 % | 0.00 % |
+0.49 (+1.32%) |
USD 0.03B |
ITDE | iShares Trust | 3.18 % | 0.00 % |
+0.48 (+1.32%) |
USD 6.42M |
ITDD | iShares Trust | 2.27 % | 0.00 % |
+0.41 (+1.32%) |
USD 6.36M |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
+2.67 (+1.32%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
+0.64 (+1.32%) |
USD 0.10B |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
+0.05 (+1.32%) |
USD 0.31B |
Market Performance vs. Industry/Classification (Small Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 11.59% | 81% | B- | 62% | D | ||
Dividend Return | 0.54% | 20% | F | 10% | F | ||
Total Return | 12.13% | 75% | C | 56% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 26.49% | 81% | B- | 73% | C | ||
Dividend Return | 1.49% | 56% | F | 22% | F | ||
Total Return | 27.98% | 81% | B- | 71% | C- | ||
Trailing 5 Years | |||||||
Capital Gain | 44.10% | 31% | F | 68% | D+ | ||
Dividend Return | 6.19% | 38% | F | 19% | F | ||
Total Return | 50.28% | 31% | F | 65% | D | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 10.22% | 20% | F | 69% | C- | ||
Dividend Return | 11.32% | 20% | F | 66% | D+ | ||
Total Return | 1.11% | 33% | F | 24% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 28.83% | 53% | F | 36% | F | ||
Risk Adjusted Return | 39.28% | 20% | F | 57% | F | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.