IWN:NYE-iShares Russell 2000 Value ETF (USD)

ETF | --- |

Last Closing

USD 164.4

Change

-2.31 (-1.39)%

Market Cap

N/A

Volume

1.24M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for ---

Symbol Name Price(Change) Market Cap
IWV iShares Russell 3000 ETF

-3.92 (-1.14%)

USD 15.68B
CEF Sprott Physical Gold and Silve..

-0.21 (-0.87%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

-0.16 (-1.75%)

USD 0.13B
IYM iShares U.S. Basic Materials E..

-0.98 (-0.74%)

N/A

ETFs Containing IWN

QGE:CA 0.00 % 1.28 %

N/A

N/A
ONEQ:CA CI ONE Global Equity ETF 0.00 % 0.92 %

-0.30 (-0.68%)

CAD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (---) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.84% 60% D- 55% F
Dividend Return 1.90% 100% F 32% F
Total Return 7.74% 60% D- 50% F
Trailing 12 Months  
Capital Gain 5.84% 60% D- 55% F
Dividend Return 1.90% 100% F 32% F
Total Return 7.74% 60% D- 50% F
Trailing 5 Years  
Capital Gain 28.03% 40% F 65% D
Dividend Return 10.62% 67% D+ 33% F
Total Return 38.65% 40% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 11.41% 60% D- 68% D+
Dividend Return 13.07% 60% D- 66% D+
Total Return 1.66% 100% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 32.69% 20% F 32% F
Risk Adjusted Return 40.00% 40% F 55% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.