IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 231.94

Change

-3.17 (-1.35)%

Market Cap

N/A

Volume

0.03B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Small Blend

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

ETFs Containing IWM

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

  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

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.