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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-02-06
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 228.65Change
-0.75 (-0.33)%Market Cap
N/AVolume
0.02BAnalyst Target
N/A![](https://ducovest.com/tools/assets/assets/images/analyst-meter.png)
N/A
Verdict
Values as of: 2025-02-06
ETF | Small Blend |
Last Closing
USD 228.65Change
-0.75 (-0.33)%Market Cap
N/AVolume
0.02BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
-0.43 (-0.36%) |
USD 85.88B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.03 (-0.11%) |
USD 18.09B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.23 (-0.49%) |
USD 12.16B |
FNDA | Schwab Fundamental U.S. Small .. |
+0.03 (+0.10%) |
USD 9.24B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.30 (-0.54%) |
USD 0.68B |
JHSC | John Hancock Multifactor Small.. |
-0.12 (-0.30%) |
USD 0.52B |
JPSE | JPMorgan Diversified Return U... |
-0.12 (-0.26%) |
USD 0.52B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.21 (-0.29%) |
USD 0.52B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
+0.82 (+0.61%) |
USD 0.20B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-0.06 (-0.16%) |
USD 0.20B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.60 % | 0.00 % |
+0.05 (+0.21%) |
USD 3.67M |
RHTX | Starboard Investment Trus.. | 10.22 % | 0.00 % |
+0.05 (+0.21%) |
USD 8.80M |
MOOD | Relative Sentiment Tactic.. | 6.68 % | 0.00 % |
-0.02 (0.21%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 6.05 % | 0.00 % |
+0.10 (+0.21%) |
USD 0.02B |
ITDG | iShares Trust | 4.35 % | 0.00 % |
+0.10 (+0.21%) |
USD 0.01B |
ITDI | iShares Trust | 4.35 % | 0.00 % |
+0.07 (+0.21%) |
USD 7.60M |
ITDH | iShares Trust | 4.34 % | 0.00 % |
+0.07 (+0.21%) |
USD 7.60M |
ITDF | iShares Trust | 3.95 % | 0.00 % |
+0.08 (+0.21%) |
USD 0.02B |
ITDE | iShares Trust | 3.15 % | 0.00 % |
+0.11 (+0.21%) |
USD 0.02B |
ITDD | iShares Trust | 2.27 % | 0.00 % |
+0.07 (+0.21%) |
USD 0.02B |
HAC:CA | Global X Seasonal Rotatio.. | 0.00 % | 1.27 % |
-0.02 (0.21%) |
CAD 0.21B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-0.47 (0.21%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
XSU:CA | iShares US Small Cap (CAD.. | 0.00 % | 0.36 % |
-0.18 (0.21%) |
CAD 0.82B |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
N/A |
USD 0.09B |
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 | 3.48% | 67% | D+ | 60% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 3.48% | 67% | D+ | 59% | D- | ||
Trailing 12 Months | |||||||
Capital Gain | 16.57% | 73% | C | 69% | C- | ||
Dividend Return | 1.29% | 57% | F | 21% | F | ||
Total Return | 17.86% | 73% | C | 66% | D+ | ||
Trailing 5 Years | |||||||
Capital Gain | 38.68% | 20% | F | 67% | D+ | ||
Dividend Return | 7.25% | 40% | F | 20% | F | ||
Total Return | 45.93% | 13% | F | 63% | D | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.58% | 13% | F | 64% | D | ||
Dividend Return | 10.71% | 13% | F | 61% | D- | ||
Total Return | 1.13% | 33% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.78% | 47% | F | 36% | F | ||
Risk Adjusted Return | 35.97% | 27% | F | 50% | 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.