IJK:NYE-iShares S&P Mid-Cap 400 Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 95.9

Change

-0.56 (-0.58)%

Market Cap

USD 9.26B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its 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: 2024-11-13 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth..

-0.47 (-0.36%)

USD 17.18B
VOT Vanguard Mid-Cap Growth Index ..

-0.72 (-0.27%)

USD 15.44B
XMMO Invesco S&P MidCap Momentum ET..

-0.86 (-0.66%)

USD 2.88B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-0.86 (-0.71%)

USD 1.16B
CWS AdvisorShares Focused Equity E..

-0.15 (-0.21%)

USD 0.18B
ETHO Amplify ETF Trust

-0.23 (-0.36%)

USD 0.18B
BFOR Barron's 400 ETF

-0.42 (-0.54%)

USD 0.16B
IPO Renaissance IPO ETF

-0.14 (-0.30%)

USD 0.16B
PEXL Pacer US Export Leaders ETF

-0.31 (-0.62%)

USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

-0.01 (-0.04%)

USD 0.03B

ETFs Containing IJK

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 21.06% 56% F 75% C
Dividend Return 0.64% 82% B 9% A-
Total Return 21.69% 56% F 72% C
Trailing 12 Months  
Capital Gain 30.69% 56% F 75% C
Dividend Return 1.06% 56% F 12% F
Total Return 31.75% 56% F 73% C
Trailing 5 Years  
Capital Gain 66.10% 44% F 76% C+
Dividend Return 5.65% 72% C 14% F
Total Return 71.75% 44% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.50% 28% F 65% D
Dividend Return 10.29% 28% F 61% D-
Total Return 0.79% 78% C+ 19% F
Risk Return Profile  
Volatility (Standard Deviation) 28.21% 33% F 38% F
Risk Adjusted Return 36.47% 39% F 53% F
Market Capitalization 9.26B 83% B 85% B

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.