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

ETF | Small Blend |

Last Closing

USD 126.74

Change

-0.44 (-0.35)%

Market Cap

N/A

Volume

0.02M

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: 2024-10-29 )

Largest Industry Peers for Small Blend

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

-0.53 (-0.46%)

USD 84.92B
SCHA Schwab U.S. Small-Cap ETF

-0.08 (-0.31%)

USD 17.97B
SPSM SPDR® Portfolio S&P 600 Small..

-0.25 (-0.55%)

USD 11.72B
FNDA Schwab Fundamental U.S. Small ..

-0.08 (-0.27%)

USD 9.04B
EES WisdomTree U.S. SmallCap Earni..

-0.26 (-0.49%)

USD 0.65B
JPSE JPMorgan Diversified Return U...

-0.08 (-0.17%)

USD 0.51B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.15 (-0.22%)

USD 0.50B
JHSC John Hancock Multifactor Small..

-0.02 (-0.05%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

-0.39 (-0.31%)

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

-0.20 (-0.52%)

USD 0.19B

ETFs Containing IWC

QGE:CA 0.00 % 1.28 %

N/A

N/A
ONEQ:CA CI ONE Global Equity ETF 0.00 % 0.92 %

+0.12 (+0.28%)

CAD 0.06B

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 9.23% 60% D- 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.23% 60% D- 62% D
Trailing 12 Months  
Capital Gain 36.25% 93% A 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.25% 93% A 76% C+
Trailing 5 Years  
Capital Gain 40.12% 53% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.12% 53% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.87% 40% F 71% C-
Dividend Return 12.77% 33% F 68% D+
Total Return 0.91% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 36.47% 13% F 28% F
Risk Adjusted Return 35.02% 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.