SMLF:NYE-iShares MSCI USA Small-Cap Multifactor ETF (USD)

ETF | Small Blend |

Last Closing

USD 67.94

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.04M

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: 2024-10-20 )

ETFs Containing SMLF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.50% 100% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.50% 100% F 69% C-
Trailing 12 Months  
Capital Gain 38.23% 100% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.23% 100% F 77% C+
Trailing 5 Years  
Capital Gain 67.47% 100% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 67.47% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.40% 93% A 76% C+
Dividend Return 15.49% 93% A 74% C
Total Return 1.09% 27% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 22.78% 93% A 46% F
Risk Adjusted Return 68.03% 100% F 83% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.