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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-11-14
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 231.94Change
-3.17 (-1.35)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Values as of: 2024-11-14
ETF | Small Blend |
Last Closing
USD 231.94Change
-3.17 (-1.35)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
-1.59 (-1.29%) |
USD 84.92B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.33 (-1.21%) |
USD 19.31B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.59 (-1.23%) |
USD 11.83B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.28 (-0.89%) |
USD 9.72B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.52 (-0.92%) |
USD 0.69B |
JPSE | JPMorgan Diversified Return U... |
-0.47 (-0.94%) |
USD 0.54B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-1.12 (-1.51%) |
USD 0.51B |
JHSC | John Hancock Multifactor Small.. |
-0.47 (-1.11%) |
USD 0.50B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
-0.93 (-0.68%) |
USD 0.22B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-0.44 (-1.11%) |
USD 0.19B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
XSU:CA | iShares US Small Cap (CAD.. | 99.92 % | 0.36 % |
-0.64 (-0.63%) |
CAD 0.82B |
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.55 % | 0.00 % |
-0.14 (-0.63%) |
USD 3.58M |
RHTX | Starboard Investment Trus.. | 10.22 % | 0.00 % |
-0.12 (-0.63%) |
USD 9.58M |
MOOD | Relative Sentiment Tactic.. | 7.18 % | 0.00 % |
-0.08 (-0.63%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 4.44 % | 0.00 % |
-0.01 (-0.63%) |
USD 0.02B |
ITDG | iShares Trust | 4.34 % | 0.00 % |
-0.13 (-0.63%) |
USD 0.01B |
ITDH | iShares Trust | 4.34 % | 0.00 % |
-0.16 (-0.63%) |
USD 6.93M |
ITDI | iShares Trust | 4.31 % | 0.00 % |
-0.16 (-0.63%) |
USD 6.30M |
ITDF | iShares Trust | 3.94 % | 0.00 % |
-0.15 (-0.63%) |
USD 0.02B |
ITDE | iShares Trust | 3.13 % | 0.00 % |
-0.14 (-0.63%) |
USD 0.02B |
ITDD | iShares Trust | 2.27 % | 0.00 % |
-0.10 (-0.63%) |
USD 0.02B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-2.11 (-0.63%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
-0.38 (-0.63%) |
USD 0.10B |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
-0.36 (-0.63%) |
USD 0.31B |
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 | 15.56% | 80% | B- | 66% | D+ | ||
Dividend Return | 0.91% | 29% | F | 14% | F | ||
Total Return | 16.47% | 80% | B- | 62% | D | ||
Trailing 12 Months | |||||||
Capital Gain | 31.87% | 80% | B- | 77% | C+ | ||
Dividend Return | 1.46% | 27% | F | 19% | F | ||
Total Return | 33.34% | 80% | B- | 76% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 45.95% | 27% | F | 69% | C- | ||
Dividend Return | 7.46% | 27% | F | 20% | F | ||
Total Return | 53.41% | 20% | F | 66% | D+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.63% | 13% | F | 65% | D | ||
Dividend Return | 10.73% | 13% | F | 62% | D | ||
Total Return | 1.10% | 40% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.67% | 47% | F | 36% | F | ||
Risk Adjusted Return | 36.17% | 27% | F | 53% | F | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.