IWLG:NYE- (USD)

ETF | Others |

Last Closing

USD 43.04

Change

-0.09 (-0.20)%

Market Cap

USD 0.11B

Volume

1.10K
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
IWLG VTI
  • VTI
Relative Returns (From:    To: 2025-03-31 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.04 (-0.22%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.23 (+0.41%)

USD 40.21B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 35.73B
DFAC Dimensional U.S. Core Equity 2..

+0.29 (+0.88%)

USD 32.11B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 30.68B
DTB DTE Energy Company 2020 Series

-0.09 (-0.51%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 21.88B
GBTC Grayscale Bitcoin Trust (BTC)

+1.54 (+2.29%)

USD 16.99B
AVUV Avantis® U.S. Small Cap Value..

+1.37 (+1.57%)

USD 15.35B
CGDV Capital Group Dividend Value E..

+0.11 (+0.31%)

USD 15.10B

ETFs Containing IWLG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.89% 16% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.89% 16% F 22% F
Trailing 12 Months  
Capital Gain 3.98% 68% D+ 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.98% 50% F 49% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 21.44% 96% N/A 83% B
Dividend Return 21.45% 96% N/A 81% B-
Total Return 0.00% 1% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 18.69% 18% F 56% F
Risk Adjusted Return 114.72% 99% N/A 98% N/A
Market Capitalization 0.11B 59% D- 27% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.