IWF:NYE-iShares Russell 1000 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 390.63

Change

+9.83 (+2.58)%

Market Cap

N/A

Volume

1.39M

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: 2024-11-06 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.74 (+2.80%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

+8.79 (+2.52%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+5.42 (+2.44%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

+4.57 (+4.30%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

+1.63 (+2.81%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+1.52 (+2.33%)

USD 1.08B
SFY SoFi Select 500

+3.37 (+3.15%)

USD 0.93B
QGRO American Century U.S. Quality ..

+3.02 (+3.21%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+1.46 (+3.63%)

USD 0.33B
FDMO Fidelity® Momentum Factor ETF

+1.85 (+2.75%)

USD 0.33B

ETFs Containing IWF

RWGV 93.95 % 0.00 %

N/A

N/A
XCOR FundX ETF 11.22 % 0.00 %

+1.74 (+1.38%)

N/A
XRLX FundX Investment Trust 6.56 % 0.00 %

+0.60 (+1.38%)

USD 0.06B
PRAE Northern Lights Fund Trus.. 2.70 % 0.00 %

+0.97 (+1.38%)

USD 8.19M
QEH 0.00 % 1.68 %

N/A

N/A
RWVG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.85% 58% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.85% 58% F 82% B
Trailing 12 Months  
Capital Gain 40.02% 44% F 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.02% 44% F 80% B-
Trailing 5 Years  
Capital Gain 134.58% 84% B 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 134.58% 84% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.50% 80% B- 80% B-
Dividend Return 19.10% 80% B- 79% B-
Total Return 0.60% 44% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 23.89% 60% D- 45% F
Risk Adjusted Return 79.94% 88% B+ 89% A-
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.

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.