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

ETF | --- |

Last Closing

USD 165.27

Change

+0.99 (+0.60)%

Market Cap

N/A

Volume

0.67M

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: 2024-09-26 )

Largest Industry Peers for ---

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

+1.61 (+0.50%)

USD 14.64B
CEF Sprott Physical Gold and Silve..

+0.10 (+0.40%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

+0.15 (+1.49%)

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

+3.42 (+2.31%)

N/A

ETFs Containing IWN

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

+0.26 (+0.62%)

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 6.40% 40% F 44% F
Dividend Return 1.35% 100% F 30% F
Total Return 7.75% 40% F 39% F
Trailing 12 Months  
Capital Gain 21.40% 60% D- 60% D-
Dividend Return 2.20% 100% F 34% F
Total Return 23.60% 60% D- 57% F
Trailing 5 Years  
Capital Gain 38.15% 40% F 64% D
Dividend Return 9.23% 67% D+ 32% F
Total Return 47.38% 40% F 61% 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.