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

ETF | --- |

Last Closing

USD 152.86

Change

-1.47 (-0.95)%

Market Cap

N/A

Volume

0.77M

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: 2025-05-14 )

Largest Industry Peers for ---

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

-0.61 (-2.46%)

USD 18.68B
IWV iShares Russell 3000 ETF

+0.37 (+0.11%)

USD 13.70B
CEF Sprott Physical Gold and Silve..

-0.69 (-2.40%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

-0.06 (-0.62%)

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

-1.16 (-0.87%)

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 %

+0.34 (+0.79%)

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 -6.89% 17% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.89% 17% F 23% F
Trailing 12 Months  
Capital Gain -3.82% 50% F 35% F
Dividend Return 1.50% 100% F 31% F
Total Return -2.31% 50% F 31% F
Trailing 5 Years  
Capital Gain 83.00% 83% B 66% D+
Dividend Return 15.79% 100% F 40% F
Total Return 98.79% 83% B 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.67% 33% F 61% D-
Dividend Return 8.33% 33% F 59% D-
Total Return 1.66% 100% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.13% 17% F 35% F
Risk Adjusted Return 30.71% 33% F 48% 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.