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

ETF | Small Growth |

Last Closing

USD 292.69

Change

+2.88 (+0.99)%

Market Cap

N/A

Volume

0.18M

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: 2024-12-24 )

Largest Industry Peers for Small Growth

Symbol Name Price(Change) Market Cap
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XSMO Invesco S&P SmallCap Momentum ..

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

+1.14 (+0.97%)

USD 1.02B
PXSG Invesco S&P SmallCap Momentum ..

+0.60 (+0.91%)

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

+1.60 (+3.18%)

N/A
SCAP Series Portfolios Trust

+0.28 (+0.80%)

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

+0.91 (+1.00%)

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 16.05% 67% D+ 72% C
Dividend Return 0.91% 67% D+ 12% F
Total Return 16.96% 67% D+ 68% D+
Trailing 12 Months  
Capital Gain 14.35% 50% F 70% C-
Dividend Return 0.90% 63% D 12% F
Total Return 15.25% 50% F 66% D+
Trailing 5 Years  
Capital Gain 35.39% 38% F 68% D+
Dividend Return 3.69% 25% F 9% A-
Total Return 39.07% 38% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.89% 25% F 64% D
Dividend Return 10.42% 38% F 60% D-
Total Return 0.53% 25% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 29.02% 50% F 37% F
Risk Adjusted Return 35.90% 38% F 50% 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.