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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-04-30
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 194.86Change
-1.23 (-0.63)%Market Cap
N/AVolume
0.03BAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-04-30
ETF | Small Blend |
Last Closing
USD 194.86Change
-1.23 (-0.63)%Market Cap
N/AVolume
0.03BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
-0.71 (-0.70%) |
USD 70.99B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.12 (-0.52%) |
USD 14.84B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.21 (-0.53%) |
USD 9.96B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.14 (-0.53%) |
USD 8.22B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.40 (-0.85%) |
USD 0.52B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.49 (-0.79%) |
USD 0.48B |
JHSC | John Hancock Multifactor Small.. |
-0.13 (-0.36%) |
USD 0.45B |
JPSE | JPMorgan Diversified Return U... |
-0.38 (-0.90%) |
USD 0.41B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
-0.41 (-0.35%) |
USD 0.18B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-0.18 (-0.56%) |
USD 0.16B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
RHTX | Starboard Investment Trus.. | 7.53 % | 0.00 % |
+0.05 (+-0.12%) |
USD 7.95M |
ITDI | iShares Trust | 4.18 % | 0.00 % |
-0.04 (-0.12%) |
USD 9.28M |
ITDH | iShares Trust | 4.18 % | 0.00 % |
+0.06 (+-0.12%) |
USD 9.90M |
ITDG | iShares Trust | 4.07 % | 0.00 % |
-0.02 (-0.12%) |
USD 0.02B |
ITDF | iShares Trust | 3.67 % | 0.00 % |
+0.04 (+-0.12%) |
USD 0.02B |
MOOD | Relative Sentiment Tactic.. | 3.55 % | 0.00 % |
-0.02 (-0.12%) |
USD 0.03B |
ITDE | iShares Trust | 2.89 % | 0.00 % |
+0.03 (+-0.12%) |
USD 0.03B |
ITDD | iShares Trust | 2.21 % | 0.00 % |
+0.05 (+-0.12%) |
USD 0.03B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-0.50 (-0.12%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
XSU:CA | iShares US Small Cap (CAD.. | 0.00 % | 0.36 % |
-0.26 (-0.12%) |
CAD 0.64B |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
-0.42 (-0.12%) |
USD 0.28B |
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 | -11.81% | 47% | F | 21% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -11.81% | 47% | F | 21% | F | ||
Trailing 12 Months | |||||||
Capital Gain | -0.74% | 67% | D+ | 40% | F | ||
Dividend Return | 1.02% | 71% | C- | 21% | F | ||
Total Return | 0.28% | 67% | D+ | 34% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 55.59% | 13% | F | 60% | D- | ||
Dividend Return | 9.21% | 40% | F | 20% | F | ||
Total Return | 64.80% | 13% | F | 53% | F | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 5.48% | 13% | F | 56% | F | ||
Dividend Return | 6.59% | 13% | F | 52% | F | ||
Total Return | 1.11% | 33% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 24.26% | 53% | F | 41% | F | ||
Risk Adjusted Return | 27.18% | 20% | F | 44% | 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.