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

ETF | Small Blend |

Last Closing

USD 127.13

Change

+2.49 (+2.00)%

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: 2024-11-05 )

Largest Industry Peers for Small Blend

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

+2.37 (+2.06%)

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

+0.43 (+1.67%)

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

+0.91 (+2.03%)

USD 11.83B
FNDA Schwab Fundamental U.S. Small ..

+0.48 (+1.63%)

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

+1.19 (+2.27%)

USD 0.65B
JPSE JPMorgan Diversified Return U...

+0.86 (+1.83%)

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

+1.36 (+1.98%)

USD 0.51B
JHSC John Hancock Multifactor Small..

+0.51 (+1.28%)

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

+2.67 (+2.14%)

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

+0.72 (+1.94%)

USD 0.19B

ETFs Containing IWC

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 9.57% 67% D+ 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.57% 67% D+ 59% D-
Trailing 12 Months  
Capital Gain 31.13% 93% A 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.13% 93% A 76% C+
Trailing 5 Years  
Capital Gain 37.86% 67% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.86% 67% D+ 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.00% 40% F 71% C-
Dividend Return 12.91% 40% F 69% C-
Total Return 0.90% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 36.49% 13% F 27% F
Risk Adjusted Return 35.37% 13% F 53% 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.