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

ETF | Small Blend |

Last Closing

USD 129

Change

-2.28 (-1.74)%

Market Cap

N/A

Volume

0.05M

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: 2024-11-15 )

Largest Industry Peers for Small Blend

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

-1.15 (-0.95%)

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

-0.38 (-1.41%)

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

-0.45 (-0.95%)

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

-0.28 (-0.90%)

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

-0.54 (-0.96%)

USD 0.69B
JPSE JPMorgan Diversified Return U...

-0.49 (-0.99%)

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

-0.95 (-1.30%)

USD 0.51B
JHSC John Hancock Multifactor Small..

-0.45 (-1.07%)

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

-0.91 (-0.67%)

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

-0.29 (-0.75%)

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 11.18% 20% F 60% D-
Dividend Return 0.86% 21% F 14% F
Total Return 12.04% 7% C- 55% F
Trailing 12 Months  
Capital Gain 28.32% 80% B- 75% C
Dividend Return 1.38% 20% F 18% F
Total Return 29.70% 80% B- 74% C
Trailing 5 Years  
Capital Gain 40.17% 13% F 67% D+
Dividend Return 6.78% 13% F 19% F
Total Return 46.95% 7% C- 62% 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.