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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-01-08
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 221.71Change
-1.01 (-0.45)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Values as of: 2025-01-08
ETF | Small Blend |
Last Closing
USD 221.71Change
-1.01 (-0.45)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
+0.03 (+0.03%) |
USD 87.73B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.10 (-0.38%) |
USD 18.38B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
+0.02 (+0.04%) |
USD 13.08B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.01 (-0.03%) |
USD 9.58B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.16 (-0.30%) |
USD 0.65B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.02 (-0.03%) |
USD 0.55B |
JHSC | John Hancock Multifactor Small.. |
-0.06 (-0.16%) |
USD 0.54B |
JPSE | JPMorgan Diversified Return U... |
+0.07 (+0.15%) |
USD 0.52B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
+0.25 (+0.20%) |
USD 0.20B |
ISMD | Inspire Small/Mid Cap Impact E.. |
+0.01 (+0.03%) |
USD 0.20B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 36.25 % | 0.00 % |
-0.05 (-0.26%) |
USD 0.09B |
DCAP | Unity Wealth Partners Dyn.. | 14.47 % | 0.00 % |
-0.05 (-0.26%) |
USD 3.63M |
RHTX | Starboard Investment Trus.. | 10.47 % | 0.00 % |
+0.02 (+-0.26%) |
USD 9.19M |
MOOD | Relative Sentiment Tactic.. | 6.87 % | 0.00 % |
-0.03 (-0.26%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 6.10 % | 0.00 % |
-0.01 (-0.26%) |
USD 0.02B |
ITDG | iShares Trust | 4.35 % | 0.00 % |
-0.01 (-0.26%) |
USD 0.01B |
ITDI | iShares Trust | 4.35 % | 0.00 % |
-0.03 (-0.26%) |
USD 6.99M |
ITDH | iShares Trust | 4.34 % | 0.00 % |
N/A |
USD 7.63M |
ITDF | iShares Trust | 3.95 % | 0.00 % |
-0.03 (-0.26%) |
USD 0.02B |
ITDE | iShares Trust | 3.15 % | 0.00 % |
+0.05 (+-0.26%) |
USD 0.02B |
ITDD | iShares Trust | 2.27 % | 0.00 % |
+0.01 (+-0.26%) |
USD 0.02B |
HAC:CA | Global X Seasonal Rotatio.. | 0.00 % | 1.27 % |
-0.02 (-0.26%) |
CAD 0.22B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-0.60 (-0.26%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
XSU:CA | iShares US Small Cap (CAD.. | 0.00 % | 0.36 % |
-0.21 (-0.26%) |
CAD 0.84B |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A |
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 | 0.34% | 73% | C | 51% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 0.34% | 73% | C | 51% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 13.65% | 73% | C | 68% | D+ | ||
Dividend Return | 1.30% | 57% | F | 20% | F | ||
Total Return | 14.95% | 80% | B- | 64% | D | ||
Trailing 5 Years | |||||||
Capital Gain | 34.52% | 27% | F | 68% | D+ | ||
Dividend Return | 7.25% | 40% | F | 20% | F | ||
Total Return | 41.77% | 20% | F | 63% | D | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.81% | 13% | F | 64% | D | ||
Dividend Return | 10.93% | 13% | F | 61% | D- | ||
Total Return | 1.12% | 40% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.86% | 47% | F | 36% | F | ||
Risk Adjusted Return | 36.59% | 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.