ducovest

IWO:ARCA-iShares Russell 2000 Growth (USD)

ETF | Small Growth | NYSE Arca

Last Closing

USD 309.71

Change

0.00 (0.00)%

Market Cap

USD 6.82B

Volume

0.32M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 2000 Growth Index, which measures the performance of the small-capitalization growth sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 24/07/2000

Primary Benchmark: Russell 2000 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.24 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Small Growth

Symbol Name Mer Price(Change) Market Cap
VBK Vanguard Small-Cap Growth Inde.. 0.07 %

-3.63 (-1.23%)

 USD 19.73B
XSMO Invesco S&P SmallCap Momentum .. 0.39 %

-1.02 (-1.39%)

 USD 1.18B
VIOG Vanguard S&P Small-Cap 600 Gro.. 0.20 %

-1.68 (-1.31%)

 USD 1.04B
PXSG Invesco S&P SmallCap Momentum .. 0.39 %

-1.02 (-1.39%)

 N/A
RZG Invesco S&P SmallCap 600® Pur.. 0.35 %

-0.65 (-1.18%)

 N/A
SCAP Series Portfolios Trust 0.90 %

-0.57 (-1.52%)

 N/A
SLYG SPDR® S&P 600 Small Cap Growt.. 0.15 %

-1.39 (-1.39%)

 N/A

ETFs Containing IWO

QED 0.00 % 0.76 %

N/A

 N/A
QGE:CA 0.00 % 1.28 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.79% 83% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.79% 83% B 76% C+
Trailing 12 Months  
Capital Gain 45.71% 63% D 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.71% 63% D 83% B
Trailing 5 Years  
Capital Gain 52.80% 63% D 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.80% 63% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.73% 38% F 65% D
Dividend Return 10.25% 38% F 61% D-
Total Return 0.52% 38% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 28.89% 50% F 37% F
Risk Adjusted Return 35.49% 50% F 52% F
Market Capitalization 6.82B 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.