IWC:NYE-iShares Micro-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 124.61

Change

-1.93 (-1.53)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-1.17 (-0.99%)

USD 84.22B
SCHA Schwab U.S. Small-Cap ETF

-0.37 (-0.71%)

USD 17.65B
SPSM SPDR® Portfolio S&P 600 Small..

-0.43 (-0.94%)

USD 11.31B
FNDA Schwab Fundamental U.S. Small ..

-0.60 (-1.00%)

USD 8.66B
EES WisdomTree U.S. SmallCap Earni..

-0.72 (-1.34%)

USD 0.63B
JHSC John Hancock Multifactor Small..

-0.26 (-0.64%)

USD 0.55B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.86 (-1.22%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

-0.50 (-1.04%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

-3.31 (-2.58%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

-0.40 (-1.04%)

USD 0.19B

ETFs Containing IWC

QGE:CA 0.00 % 1.28 %

N/A

N/A
ONEQ:CA CI ONE Global Equity ETF 0.00 % 0.92 %

N/A

CAD 0.05B

Market Performance

  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 7.39% 20% F 49% F
Dividend Return 0.50% 14% F 10% F
Total Return 7.89% 13% F 42% F
Trailing 12 Months  
Capital Gain 24.19% 53% F 69% C-
Dividend Return 1.39% 47% F 20% F
Total Return 25.58% 40% F 66% D+
Trailing 5 Years  
Capital Gain 36.07% 20% F 65% D
Dividend Return 5.33% 13% F 16% F
Total Return 41.40% 13% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 11.30% 27% F 71% C-
Dividend Return 12.20% 27% F 68% D+
Total Return 0.91% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 36.39% 13% F 27% F
Risk Adjusted Return 33.54% 13% F 52% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

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.

Below median dividend returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.