ducovest

IWO:NYE-iShares Russell 2000 Growth ETF (USD)

ETF | Small Growth |

Last Closing

USD 293.95

Change

-5.65 (-1.89)%

Market Cap

N/A

Volume

0.43M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Small Growth

Symbol Name Price(Change) Market Cap
VBK Vanguard Small-Cap Growth Inde..

-4.51 (-1.58%)

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XSMO Invesco S&P SmallCap Momentum ..

-0.40 (-0.57%)

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VIOG Vanguard S&P Small-Cap 600 Gro..

-1.44 (-1.16%)

 USD 1.04B
PXSG Invesco S&P SmallCap Momentum ..

-0.40 (-0.57%)

 N/A
RZG Invesco S&P SmallCap 600® Pur..

-0.60 (-1.13%)

 N/A
SCAP Series Portfolios Trust

-0.34 (-0.94%)

 N/A
SLYG SPDR® S&P 600 Small Cap Growt..

-1.12 (-1.17%)

 N/A

ETFs Containing IWO

QED 0.00 % 0.76 %

N/A

 N/A
QGE:CA 0.00 % 1.28 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.55% 83% B 70% C-
Dividend Return 0.50% 50% F 7% C-
Total Return 17.04% 83% B 66% D+
Trailing 12 Months  
Capital Gain 31.46% 63% D 79% B-
Dividend Return 0.82% 50% F 9% A-
Total Return 32.28% 63% D 77% C+
Trailing 5 Years  
Capital Gain 44.22% 38% F 68% D+
Dividend Return 3.64% 25% F 10% F
Total Return 47.86% 38% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 9.73% 38% F 65% D
Dividend Return 10.25% 38% F 61% D-
Total Return 0.52% 38% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 28.89% 50% F 37% F
Risk Adjusted Return 35.49% 50% F 52% 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.