IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 127.95

Change

0.00 (0.00)%

Market Cap

USD 17.18B

Volume

3.40M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Mid-Cap Growth

ETFs Containing IWP

MVFG 4.30 % 0.00 %

N/A

N/A
QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.49% 94% A 79% B-
Dividend Return 0.53% 64% D 7% C-
Total Return 23.02% 94% A 77% C+
Trailing 12 Months  
Capital Gain 34.98% 94% A 82% B
Dividend Return 0.74% 44% F 7% C-
Total Return 35.73% 94% A 81% B-
Trailing 5 Years  
Capital Gain 71.16% 67% D+ 78% C+
Dividend Return 3.51% 33% F 9% A-
Total Return 74.67% 67% D+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 8.35% 22% F 62% D
Dividend Return 8.81% 22% F 56% F
Total Return 0.46% 33% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 27.95% 39% F 39% F
Risk Adjusted Return 31.54% 33% F 48% F
Market Capitalization 17.18B 100% F 90% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.