ducovest

IWO:NYE-iShares Russell 2000 Growth ETF (USD)

ETF | Small Growth |

Last Closing

USD 284.01

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-22 )

Largest Industry Peers for Small Growth

Symbol Name Price(Change) Market Cap
VBK Vanguard Small-Cap Growth Inde..

N/A

 USD 17.96B
VIOG Vanguard S&P Small-Cap 600 Gro..

N/A

 USD 1.00B
XSMO Invesco S&P SmallCap Momentum ..

N/A

 USD 0.85B
RZG Invesco S&P SmallCap 600® Pur..

N/A

 N/A
PXSG Invesco S&P SmallCap Momentum ..

N/A

 N/A
SCAP Series Portfolios Trust

N/A

 N/A
SLYG SPDR® S&P 600 Small Cap Growt..

N/A

 N/A

ETFs Containing IWO

QED 0.00 % 0.76 %

N/A

 N/A
QGE:CA 0.00 % 1.28 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.60% 67% D+ 66% D+
Dividend Return 0.28% 50% F 5% F
Total Return 12.89% 67% D+ 59% D-
Trailing 12 Months  
Capital Gain 27.10% 25% F 74% C
Dividend Return 0.78% 43% F 9% A-
Total Return 27.88% 25% F 71% C-
Trailing 5 Years  
Capital Gain 45.47% 50% F 69% C-
Dividend Return 2.87% 29% F 8% B-
Total Return 48.35% 50% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.30% 38% F 67% D+
Dividend Return 9.83% 38% F 62% D
Total Return 0.52% 29% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 28.63% 38% F 36% F
Risk Adjusted Return 34.32% 25% 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.