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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-12-24
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 223.39Change
+1.98 (+0.89)%Market Cap
N/AVolume
0.01BAnalyst Target
N/AN/A
Verdict
Values as of: 2024-12-24
ETF | Small Blend |
Last Closing
USD 223.39Change
+1.98 (+0.89)%Market Cap
N/AVolume
0.01BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
+0.97 (+0.84%) |
USD 87.73B |
SCHA | Schwab U.S. Small-Cap ETF |
+0.24 (+0.92%) |
USD 18.38B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
+0.40 (+0.89%) |
USD 13.08B |
FNDA | Schwab Fundamental U.S. Small .. |
+0.25 (+0.84%) |
USD 9.58B |
EES | WisdomTree U.S. SmallCap Earni.. |
+0.37 (+0.69%) |
USD 0.65B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
+0.58 (+0.84%) |
USD 0.55B |
JHSC | John Hancock Multifactor Small.. |
+0.30 (+0.74%) |
USD 0.54B |
JPSE | JPMorgan Diversified Return U... |
+0.24 (+0.51%) |
USD 0.52B |
ISMD | Inspire Small/Mid Cap Impact E.. |
+0.42 (+1.12%) |
USD 0.21B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
+0.96 (+0.75%) |
USD 0.20B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
XSU:CA | iShares US Small Cap (CAD.. | 99.51 % | 0.36 % |
+0.38 (+0.84%) |
CAD 0.84B |
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.47 % | 0.00 % |
+0.18 (+0.84%) |
USD 3.63M |
RHTX | Starboard Investment Trus.. | 10.47 % | 0.00 % |
+0.12 (+0.84%) |
USD 9.19M |
AGOX | Adaptive Alpha Opportunit.. | 7.91 % | 0.00 % |
+0.14 (+0.84%) |
USD 0.33B |
MOOD | Relative Sentiment Tactic.. | 6.87 % | 0.00 % |
+0.12 (+0.84%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 6.63 % | 0.00 % |
+0.02 (+0.84%) |
USD 0.02B |
HAC:CA | Global X Seasonal Rotatio.. | 4.98 % | 1.27 % |
+0.26 (+0.84%) |
CAD 0.22B |
ITDG | iShares Trust | 4.35 % | 0.00 % |
+0.24 (+0.84%) |
USD 0.01B |
ITDI | iShares Trust | 4.35 % | 0.00 % |
+0.23 (+0.84%) |
USD 6.99M |
ITDH | iShares Trust | 4.34 % | 0.00 % |
+0.27 (+0.84%) |
USD 7.63M |
ITDF | iShares Trust | 3.95 % | 0.00 % |
+0.23 (+0.84%) |
USD 0.02B |
ITDE | iShares Trust | 3.15 % | 0.00 % |
+0.24 (+0.84%) |
USD 0.02B |
ITDD | iShares Trust | 2.27 % | 0.00 % |
+0.20 (+0.84%) |
USD 0.02B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
+1.12 (+0.84%) |
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 % |
+0.26 (+0.84%) |
USD 0.10B |
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 | 11.30% | 73% | C | 64% | D | ||
Dividend Return | 1.26% | 64% | D | 21% | F | ||
Total Return | 12.56% | 73% | C | 59% | D- | ||
Trailing 12 Months | |||||||
Capital Gain | 9.45% | 73% | C | 62% | D | ||
Dividend Return | 1.24% | 64% | D | 20% | F | ||
Total Return | 10.69% | 67% | D+ | 56% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 34.02% | 27% | F | 68% | D+ | ||
Dividend Return | 7.17% | 40% | F | 19% | F | ||
Total Return | 41.19% | 13% | F | 63% | D | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.89% | 13% | F | 64% | D | ||
Dividend Return | 11.00% | 13% | F | 62% | D | ||
Total Return | 1.12% | 40% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.87% | 47% | F | 36% | F | ||
Risk Adjusted Return | 36.83% | 27% | F | 51% | 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.