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

ETF | Small Blend |

Last Closing

USD 67.13

Change

-0.81 (-1.19)%

Market Cap

N/A

Volume

0.03M

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 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 14.13% 100% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.13% 100% F 68% D+
Trailing 12 Months  
Capital Gain 38.00% 100% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.00% 100% F 78% C+
Trailing 5 Years  
Capital Gain 65.34% 100% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.34% 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.