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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-11-05
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 224.23Change
+4.14 (+1.88)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Values as of: 2024-11-05
ETF | Small Blend |
Last Closing
USD 224.23Change
+4.14 (+1.88)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
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 |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
XSU:CA | iShares US Small Cap (CAD.. | 99.92 % | 0.36 % |
+0.79 (+1.09%) |
CAD 0.75B |
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.55 % | 0.00 % |
+0.22 (+1.09%) |
USD 3.58M |
RHTX | Starboard Investment Trus.. | 10.22 % | 0.00 % |
+0.15 (+1.09%) |
USD 9.58M |
AGOX | Adaptive Alpha Opportunit.. | 7.55 % | 0.00 % |
+0.38 (+1.09%) |
USD 0.31B |
MOOD | Relative Sentiment Tactic.. | 7.18 % | 0.00 % |
+0.22 (+1.09%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 4.44 % | 0.00 % |
+0.08 (+1.09%) |
USD 0.02B |
ITDG | iShares Trust | 4.34 % | 0.00 % |
+0.39 (+1.09%) |
USD 0.01B |
ITDH | iShares Trust | 4.34 % | 0.00 % |
+0.35 (+1.09%) |
USD 6.93M |
ITDI | iShares Trust | 4.31 % | 0.00 % |
+0.38 (+1.09%) |
USD 6.30M |
ITDF | iShares Trust | 3.94 % | 0.00 % |
+0.37 (+1.09%) |
USD 0.02B |
ITDE | iShares Trust | 3.13 % | 0.00 % |
+0.32 (+1.09%) |
USD 0.02B |
ITDD | iShares Trust | 2.27 % | 0.00 % |
+0.32 (+1.09%) |
USD 0.02B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
+2.44 (+1.09%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
+0.65 (+1.09%) |
USD 0.10B |
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 | -44.14% | 47% | F | 11% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -44.14% | 47% | F | 12% | F | ||
Trailing 12 Months | |||||||
Capital Gain | -34.70% | 47% | F | 12% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -34.70% | 47% | F | 13% | F | ||
Trailing 5 Years | |||||||
Capital Gain | -29.33% | 33% | F | 24% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -29.33% | 33% | F | 26% | F | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.81% | 13% | F | 66% | D+ | ||
Dividend Return | 10.91% | 13% | F | 64% | D | ||
Total Return | 1.10% | 40% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.52% | 47% | F | 36% | F | ||
Risk Adjusted Return | 36.96% | 20% | F | 54% | F | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.