IWN:NYE-iShares Russell 2000 Value ETF (USD)

ETF | --- |

Last Closing

USD 147.43

Change

-1.22 (-0.82)%

Market Cap

N/A

Volume

1.51M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-05 )

Largest Industry Peers for ---

Symbol Name Price(Change) Market Cap
PHYS Sprott Physical Gold Trust

+0.76 (+3.09%)

USD 18.68B
IWV iShares Russell 3000 ETF

-1.71 (-0.53%)

USD 13.70B
CEF Sprott Physical Gold and Silve..

+0.77 (+2.71%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

-0.04 (-0.42%)

USD 0.13B
IYM iShares U.S. Basic Materials E..

-1.08 (-0.82%)

N/A

ETFs Containing IWN

QGE:CA 0.00 % 1.28 %

N/A

N/A
ONEQ:CA CI ONE Global Equity ETF 0.00 % 0.92 %

+0.46 (+1.11%)

CAD 0.05B

Market Performance

  Market Performance vs. Industry/Classification (---) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.20% 17% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.20% 17% F 21% F
Trailing 12 Months  
Capital Gain -5.28% 33% F 32% F
Dividend Return 1.54% 100% F 31% F
Total Return -3.74% 33% F 29% F
Trailing 5 Years  
Capital Gain 71.17% 50% F 64% D
Dividend Return 15.31% 100% F 39% F
Total Return 86.48% 67% D+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.10% 33% F 61% D-
Dividend Return 8.77% 50% F 59% D-
Total Return 1.67% 100% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.67% 17% F 35% F
Risk Adjusted Return 31.69% 33% F 49% F
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.