IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 116.68

Change

0.00 (0.00)%

Market Cap

USD 14.62B

Volume

0.67M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Mid-Cap Growth

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.70% 47% F 63% D
Dividend Return 0.21% 36% F 4% F
Total Return 11.91% 47% F 56% F
Trailing 12 Months  
Capital Gain 28.39% 81% B- 76% C+
Dividend Return 0.61% 33% F 6% D-
Total Return 29.00% 75% C 72% C
Trailing 5 Years  
Capital Gain 62.69% 63% D 76% C+
Dividend Return 2.80% 36% F 8% B-
Total Return 65.48% 44% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.72% 25% F 70% C-
Dividend Return 11.19% 25% F 65% D
Total Return 0.46% 27% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 25.20% 38% F 41% F
Risk Adjusted Return 44.40% 31% F 61% D-
Market Capitalization 14.62B 100% F 89% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.