IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 128.7

Change

0.00 (0.00)%

Market Cap

USD 17.84B

Volume

0.78M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-09 )

Largest Industry Peers for Mid-Cap Growth

ETFs Containing IWP

MVFG Northern Lights Fund Trus.. 4.68 % 0.00 %

N/A

USD 0.06B
QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.54% 69% C- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.54% 69% C- 76% C+
Trailing 12 Months  
Capital Gain 24.61% 88% B+ 82% B
Dividend Return 0.54% 58% F 6% D-
Total Return 25.15% 88% B+ 80% B-
Trailing 5 Years  
Capital Gain 65.32% 72% C 80% B-
Dividend Return 3.20% 28% F 8% B-
Total Return 68.52% 72% C 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.34% 28% F 61% D-
Dividend Return 8.81% 28% F 55% F
Total Return 0.47% 33% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 27.97% 39% F 39% F
Risk Adjusted Return 31.51% 33% F 46% F
Market Capitalization 17.84B 100% F 90% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.