IWC:NYE-iShares Micro-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 126.69

Change

-1.67 (-1.30)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-2.08 (-1.76%)

USD 87.48B
SCHA Schwab U.S. Small-Cap ETF

-0.39 (-1.48%)

USD 18.48B
SPSM SPDR® Portfolio S&P 600 Small..

-0.77 (-1.68%)

USD 12.06B
FNDA Schwab Fundamental U.S. Small ..

-0.44 (-1.45%)

USD 9.29B
EES WisdomTree U.S. SmallCap Earni..

-1.09 (-2.02%)

USD 0.65B
JPSE JPMorgan Diversified Return U...

-0.80 (-1.65%)

USD 0.53B
GSSC Goldman Sachs ActiveBeta® U.S..

-1.14 (-1.62%)

USD 0.52B
JHSC John Hancock Multifactor Small..

-0.69 (-1.68%)

USD 0.52B
SMLV SPDR® SSGA US Small Cap Low V..

-2.84 (-2.23%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

-0.55 (-1.44%)

USD 0.20B

ETFs Containing IWC

ONEQ:CA CI ONE Global Equity ETF 2.72 % 0.92 %

-0.15 (-0.34%)

CAD 0.06B
QGE:CA 0.00 % 1.28 %

N/A

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 9.19% 60% D- 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.19% 60% D- 60% D-
Trailing 12 Months  
Capital Gain 37.86% 93% A 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.86% 93% A 77% C+
Trailing 5 Years  
Capital Gain 41.13% 53% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.13% 53% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.73% 33% F 71% C-
Dividend Return 12.64% 27% F 68% D+
Total Return 0.91% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 36.43% 13% F 27% F
Risk Adjusted Return 34.68% 13% F 52% F
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.