IWN:NYE-iShares Russell 2000 Value ETF (USD)

ETF | --- |

Last Closing

USD 167.53

Change

+0.02 (+0.01)%

Market Cap

N/A

Volume

1.34M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for ---

Symbol Name Price(Change) Market Cap
IWV iShares Russell 3000 ETF

+0.75 (+0.23%)

USD 14.64B
CEF Sprott Physical Gold and Silve..

+0.61 (+2.50%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

+0.34 (+3.45%)

USD 0.13B
IYM iShares U.S. Basic Materials E..

+2.82 (+1.92%)

N/A

ETFs Containing IWN

ONEQ:CA CI ONE Global Equity ETF 2.84 % 0.92 %

+0.20 (+0.48%)

CAD 0.05B
QGE:CA 0.00 % 1.28 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (---) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.85% 40% F 49% F
Dividend Return 0.80% 100% F 17% F
Total Return 8.65% 40% F 43% F
Trailing 12 Months  
Capital Gain 25.21% 60% D- 67% D+
Dividend Return 1.60% 100% F 24% F
Total Return 26.81% 60% D- 63% D
Trailing 5 Years  
Capital Gain 39.50% 40% F 66% D+
Dividend Return 8.47% 67% D+ 28% F
Total Return 47.98% 40% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 11.65% 60% D- 72% C
Dividend Return 13.30% 60% D- 70% C-
Total Return 1.64% 100% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 30.99% 20% F 32% F
Risk Adjusted Return 42.90% 40% F 60% D-
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.