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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-05-21
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 203.21Change
-5.87 (-2.81)%Market Cap
N/AVolume
0.04BAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-05-21
ETF | Small Blend |
Last Closing
USD 203.21Change
-5.87 (-2.81)%Market Cap
N/AVolume
0.04BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF |
-2.97 (-2.76%) |
USD 78.62B |
SCHA | Schwab U.S. Small-Cap ETF |
-0.71 (-2.88%) |
USD 16.85B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
-1.17 (-2.79%) |
USD 11.17B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.79 (-2.80%) |
USD 8.22B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-1.77 (-2.65%) |
USD 0.54B |
JHSC | John Hancock Multifactor Small.. |
-0.99 (-2.57%) |
USD 0.53B |
EES | WisdomTree U.S. SmallCap Earni.. |
-1.49 (-2.96%) |
USD 0.52B |
JPSE | JPMorgan Diversified Return U... |
-1.04 (-2.33%) |
USD 0.41B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-1.13 (-3.23%) |
USD 0.19B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
-2.74 (-2.19%) |
USD 0.18B |
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 % |
-0.26 (-1.19%) |
USD 7.95M |
ITDI | iShares Trust | 4.18 % | 0.00 % |
-0.39 (-1.19%) |
USD 9.28M |
ITDH | iShares Trust | 4.18 % | 0.00 % |
-0.40 (-1.19%) |
USD 9.90M |
ITDG | iShares Trust | 4.07 % | 0.00 % |
-0.39 (-1.19%) |
USD 0.02B |
ITDF | iShares Trust | 3.67 % | 0.00 % |
-0.46 (-1.19%) |
USD 0.02B |
MOOD | Relative Sentiment Tactic.. | 3.55 % | 0.00 % |
-0.19 (-1.19%) |
USD 0.03B |
ITDE | iShares Trust | 2.89 % | 0.00 % |
-0.38 (-1.19%) |
USD 0.03B |
ITDD | iShares Trust | 2.21 % | 0.00 % |
-0.37 (-1.19%) |
USD 0.03B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
-2.62 (-1.19%) |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
XSU:CA | iShares US Small Cap (CAD.. | 0.00 % | 0.36 % |
-1.00 (-1.19%) |
CAD 0.64B |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
-0.49 (-1.19%) |
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 | -8.03% | 47% | F | 25% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -8.03% | 47% | F | 23% | F | ||
Trailing 12 Months | |||||||
Capital Gain | -1.63% | 47% | F | 40% | F | ||
Dividend Return | 0.97% | 71% | C- | 21% | F | ||
Total Return | -0.66% | 47% | F | 34% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 50.65% | 13% | F | 57% | F | ||
Dividend Return | 8.55% | 33% | F | 19% | F | ||
Total Return | 59.20% | 13% | F | 50% | F | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 4.40% | 13% | F | 53% | F | ||
Dividend Return | 5.50% | 13% | F | 49% | F | ||
Total Return | 1.10% | 33% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 22.79% | 47% | F | 43% | F | ||
Risk Adjusted Return | 24.15% | 20% | F | 42% | 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.