IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 126.46

Change

+4.34 (+3.55)%

Market Cap

USD 15.96B

Volume

0.78M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-06 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
VOT Vanguard Mid-Cap Growth Index ..

+7.53 (+3.02%)

USD 14.56B
IJK iShares S&P Mid-Cap 400 Growth..

+3.43 (+3.70%)

USD 9.26B
XMMO Invesco S&P MidCap Momentum ET..

+5.60 (+4.51%)

USD 2.61B
IVOG Vanguard S&P Mid-Cap 400 Growt..

+4.28 (+3.70%)

USD 1.09B
ETHO Amplify ETF Trust

+2.31 (+3.83%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

+1.48 (+2.16%)

USD 0.18B
IPO Renaissance IPO ETF

+0.81 (+1.79%)

USD 0.15B
BFOR Barron's 400 ETF

+3.51 (+4.79%)

USD 0.15B
PEXL Pacer US Export Leaders ETF

+1.42 (+2.88%)

USD 0.06B
HAIL SPDR S&P Kensho Smart Mobility

+0.34 (+1.24%)

USD 0.03B

ETFs Containing IWP

MVFG 4.30 % 0.00 %

N/A

N/A
QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

+0.29 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -69.73% 19% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -69.73% 19% F 6% D-
Trailing 12 Months  
Capital Gain -65.35% 17% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -65.35% 17% F 6% D-
Trailing 5 Years  
Capital Gain -56.50% 22% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.50% 22% F 12% F
Average Annual (5 Year Horizon)  
Capital Gain 8.96% 22% F 65% D
Dividend Return 9.42% 22% F 60% D-
Total Return 0.46% 33% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 27.28% 50% F 39% F
Risk Adjusted Return 34.54% 33% F 52% F
Market Capitalization 15.96B 100% F 90% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.