IWC:NYE-iShares Micro-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 133.41

Change

-2.49 (-1.83)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-1.05 (-0.84%)

USD 84.92B
SCHA Schwab U.S. Small-Cap ETF

-0.24 (-0.87%)

USD 19.31B
SPSM SPDR® Portfolio S&P 600 Small..

-0.38 (-0.79%)

USD 11.83B
FNDA Schwab Fundamental U.S. Small ..

-0.20 (-0.63%)

USD 9.72B
EES WisdomTree U.S. SmallCap Earni..

-0.51 (-0.89%)

USD 0.69B
JPSE JPMorgan Diversified Return U...

-0.58 (-1.15%)

USD 0.54B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.66 (-0.88%)

USD 0.51B
JHSC John Hancock Multifactor Small..

-0.20 (-0.47%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

-0.94 (-0.68%)

USD 0.22B
ISMD Inspire Small/Mid Cap Impact E..

-0.27 (-0.67%)

USD 0.19B

ETFs Containing IWC

QGE:CA 0.00 % 1.28 %

N/A

N/A

Market Performance

  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 14.98% 53% F 64% D
Dividend Return 0.86% 21% F 13% F
Total Return 15.84% 53% F 60% D-
Trailing 12 Months  
Capital Gain 33.18% 87% B+ 79% B-
Dividend Return 1.38% 20% F 17% F
Total Return 34.57% 87% B+ 77% C+
Trailing 5 Years  
Capital Gain 44.96% 20% F 68% D+
Dividend Return 6.78% 13% F 18% F
Total Return 51.75% 7% C- 64% D
Average Annual (5 Year Horizon)  
Capital Gain 12.14% 47% F 70% C-
Dividend Return 13.04% 40% F 68% D+
Total Return 0.90% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 36.52% 13% F 28% F
Risk Adjusted Return 35.71% 20% F 53% F
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:

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.