IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 101.08

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.92M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-11 )

Largest Industry Peers for Large Growth

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

N/A

USD 3.50M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.44% 40% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.44% 40% F 57% F
Trailing 12 Months  
Capital Gain 33.53% 88% B+ 89% A-
Dividend Return 0.58% 74% C 6% D-
Total Return 34.10% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain 102.08% 64% D 88% B+
Dividend Return 5.28% 64% D 14% F
Total Return 107.36% 60% D- 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 89.51% 100% F 96% N/A
Dividend Return 90.49% 100% F 96% N/A
Total Return 0.98% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 178.78% 4% F 5% F
Risk Adjusted Return 50.61% 36% F 65% D
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.