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

ETF | --- |

Last Closing

USD 149.37

Change

-0.26 (-0.17)%

Market Cap

N/A

Volume

1.05M

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: 2025-05-22 )

Largest Industry Peers for ---

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

-0.22 (-0.87%)

USD 18.68B
IWV iShares Russell 3000 ETF

-0.09 (-0.03%)

USD 13.70B
CEF Sprott Physical Gold and Silve..

-0.28 (-0.95%)

USD 5.68B
SPPP Sprott Physical Platinum and P..

-0.04 (-0.38%)

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

-0.27 (-0.20%)

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 %

-0.51 (-1.17%)

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 -9.02% 17% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.02% 17% F 21% F
Trailing 12 Months  
Capital Gain -2.93% 33% F 35% F
Dividend Return 1.55% 100% F 32% F
Total Return -1.38% 33% F 31% F
Trailing 5 Years  
Capital Gain 63.93% 50% F 63% D
Dividend Return 14.47% 100% F 38% F
Total Return 78.40% 67% D+ 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.21% 33% F 59% D-
Dividend Return 7.87% 33% F 57% F
Total Return 1.66% 100% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 26.45% 17% F 36% F
Risk Adjusted Return 29.74% 33% F 47% 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.