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

ETF | Mid-Cap Growth |

Last Closing

USD 122.06

Change

0.00 (0.00)%

Market Cap

USD 16.12B

Volume

0.46M

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: 2024-10-20 )

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 -70.79% 19% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -70.79% 19% F 8% B-
Trailing 12 Months  
Capital Gain -65.56% 17% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -65.56% 17% F 8% B-
Trailing 5 Years  
Capital Gain -56.81% 22% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.81% 22% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain 9.77% 22% F 67% D+
Dividend Return 10.24% 22% F 62% D
Total Return 0.46% 33% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 26.38% 44% F 39% F
Risk Adjusted Return 38.81% 33% F 56% F
Market Capitalization 16.12B 100% F 90% 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.