IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 183.57

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.50M

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: 2025-01-11 )

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RWGV 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.84% 77% C+ 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.84% 77% C+ 48% F
Trailing 12 Months  
Capital Gain 11.86% 44% F 67% D+
Dividend Return 2.12% 44% F 34% F
Total Return 13.98% 46% F 65% D
Trailing 5 Years  
Capital Gain 34.03% 33% F 69% C-
Dividend Return 11.39% 24% F 37% F
Total Return 45.42% 31% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.77% 42% F 68% D+
Dividend Return 13.52% 31% F 67% D+
Total Return 1.74% 33% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 16.75% 46% F 63% D
Risk Adjusted Return 80.69% 46% F 88% B+
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.