IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 221.71

Change

-1.01 (-0.45)%

Market Cap

N/A

Volume

0.03B

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: 2025-01-08 )

Largest Industry Peers for Small Blend

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

ETFs Containing IWM

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

  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

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.