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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-02-20
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 224.26Change
-2.17 (-0.96)%Market Cap
N/AVolume
0.02BAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-02-20
ETF | Small Blend |
Last Closing
USD 224.26Change
-2.17 (-0.96)%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 |
-1.33 (-1.13%) |
USD 88.71B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.30 (-1.13%) |
USD 18.71B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.47 (-1.03%) |
USD 12.70B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.29 (-0.96%) |
USD 9.41B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.37 (-0.68%) |
USD 0.67B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.92 (-1.30%) |
USD 0.55B |
JHSC | John Hancock Multifactor Small.. |
-0.38 (-0.91%) |
USD 0.54B |
JPSE | JPMorgan Diversified Return U... |
-0.30 (-0.63%) |
USD 0.52B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
-1.32 (-0.99%) |
USD 0.21B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-0.21 (-0.55%) |
USD 0.19B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
XSU:CA | iShares US Small Cap (CAD.. | 99.92 % | 0.36 % |
-0.39 (-0.73%) |
CAD 0.77B |
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
DCAP | Unity Wealth Partners Dyn.. | 14.13 % | 0.00 % |
-0.16 (-0.73%) |
USD 3.82M |
RHTX | Starboard Investment Trus.. | 10.25 % | 0.00 % |
-0.01 (-0.73%) |
USD 9.13M |
MOOD | Relative Sentiment Tactic.. | 8.49 % | 0.00 % |
+0.05 (+-0.73%) |
USD 0.02B |
AMAX | Starboard Investment Trus.. | 6.05 % | 0.00 % |
-0.03 (-0.73%) |
USD 0.02B |
ITDH | iShares Trust | 4.30 % | 0.00 % |
-0.03 (-0.73%) |
USD 9.88M |
ITDI | iShares Trust | 4.30 % | 0.00 % |
-0.04 (-0.73%) |
USD 8.56M |
ITDG | iShares Trust | 4.21 % | 0.00 % |
-0.06 (-0.73%) |
USD 0.02B |
ITDF | iShares Trust | 3.99 % | 0.00 % |
-0.05 (-0.73%) |
USD 0.02B |
ITDE | iShares Trust | 3.15 % | 0.00 % |
-0.03 (-0.73%) |
USD 0.02B |
ITDD | iShares Trust | 2.21 % | 0.00 % |
-0.02 (-0.73%) |
USD 0.03B |
HAC:CA | Global X Seasonal Rotatio.. | 0.00 % | 1.27 % |
-0.19 (-0.73%) |
CAD 0.21B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-1.23 (-0.73%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
-0.20 (-0.73%) |
USD 0.09B |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
+0.08 (+-0.73%) |
USD 0.33B |
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 | 1.49% | 67% | D+ | 43% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 1.49% | 67% | D+ | 42% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 12.44% | 60% | D- | 64% | D | ||
Dividend Return | 1.27% | 57% | F | 21% | F | ||
Total Return | 13.71% | 60% | D- | 60% | D- | ||
Trailing 5 Years | |||||||
Capital Gain | 34.21% | 20% | F | 66% | D+ | ||
Dividend Return | 7.15% | 33% | F | 20% | F | ||
Total Return | 41.36% | 13% | F | 61% | D- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 9.39% | 13% | F | 63% | D | ||
Dividend Return | 10.52% | 13% | F | 60% | D- | ||
Total Return | 1.13% | 33% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 29.68% | 47% | F | 36% | F | ||
Risk Adjusted Return | 35.45% | 20% | F | 49% | 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.