IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 223.39

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

ETFs Containing IWM

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NOPE 54.72 % 0.00 %

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DCAP Unity Wealth Partners Dyn.. 14.47 % 0.00 %

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RHTX Starboard Investment Trus.. 10.47 % 0.00 %

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USD 9.19M
AGOX Adaptive Alpha Opportunit.. 7.91 % 0.00 %

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MOOD Relative Sentiment Tactic.. 6.87 % 0.00 %

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USD 0.02B
AMAX Starboard Investment Trus.. 6.63 % 0.00 %

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USD 0.02B
HAC:CA Global X Seasonal Rotatio.. 4.98 % 1.27 %

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CAD 0.22B
ITDG iShares Trust 4.35 % 0.00 %

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USD 0.01B
ITDI iShares Trust 4.35 % 0.00 %

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USD 6.99M
ITDH iShares Trust 4.34 % 0.00 %

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USD 7.63M
ITDF iShares Trust 3.95 % 0.00 %

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USD 0.02B
ITDE iShares Trust 3.15 % 0.00 %

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USD 0.02B
ITDD iShares Trust 2.27 % 0.00 %

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USD 0.02B
RWSL 0.00 % 0.00 %

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TNA Direxion Daily Small Cap .. 0.00 % 1.10 %

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XGR:CA 0.00 % 0.64 %

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MIND:CA 0.00 % 0.91 %

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SQEW Two Roads Shared Trust - .. 0.00 % 0.00 %

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USD 0.10B

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 11.30% 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 9.07% 60% D- 61% D-
Dividend Return 1.24% 64% D 20% F
Total Return 10.30% 67% D+ 56% F
Trailing 5 Years  
Capital Gain 34.69% 27% F 68% D+
Dividend Return 7.21% 40% F 20% F
Total Return 41.89% 20% 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

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.