IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 193.65

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

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RWGV 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.19% 58% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.19% 58% F 71% C-
Trailing 12 Months  
Capital Gain 31.39% 54% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.39% 54% F 70% C-
Trailing 5 Years  
Capital Gain 49.81% 52% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.81% 54% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.39% 37% F 68% D+
Dividend Return 12.11% 27% F 67% D+
Total Return 1.72% 31% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 16.83% 46% F 61% D-
Risk Adjusted Return 71.96% 35% F 85% B
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.