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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-06-05
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 208.53Change
+0.09 (+0.04)%Market Cap
N/AVolume
0.04BAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-06-05
ETF | Small Blend |
Last Closing
USD 208.53Change
+0.09 (+0.04)%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 |
-0.03 (-0.03%) |
USD 78.62B |
SCHA | Schwab U.S. Small-Cap ETF |
+0.03 (+0.12%) |
USD 16.85B |
SPSM | SPDR® Portfolio S&P 600 Small.. |
N/A |
USD 11.17B |
FNDA | Schwab Fundamental U.S. Small .. |
-0.02 (-0.07%) |
USD 7.96B |
EES | WisdomTree U.S. SmallCap Earni.. |
-0.04 (-0.08%) |
USD 0.56B |
GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.01 (-0.02%) |
USD 0.54B |
JHSC | John Hancock Multifactor Small.. |
+0.01 (+0.04%) |
USD 0.53B |
JPSE | JPMorgan Diversified Return U... |
+0.04 (+0.09%) |
USD 0.44B |
SMLV | SPDR® SSGA US Small Cap Low V.. |
-0.04 (-0.03%) |
USD 0.19B |
ISMD | Inspire Small/Mid Cap Impact E.. |
-0.04 (-0.12%) |
USD 0.19B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
NOPE | 54.72 % | 0.00 % |
N/A |
N/A | |
RHTX | Starboard Investment Trus.. | 7.64 % | 0.00 % |
+0.01 (+-0.30%) |
USD 8.24M |
ITDH | iShares Trust | 4.00 % | 0.00 % |
-0.11 (-0.30%) |
USD 0.01B |
ITDI | iShares Trust | 3.99 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.01B |
ITDG | iShares Trust | 3.89 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.02B |
MOOD | Relative Sentiment Tactic.. | 3.72 % | 0.00 % |
+0.04 (+-0.30%) |
USD 0.03B |
ITDF | iShares Trust | 3.49 % | 0.00 % |
-0.11 (-0.30%) |
USD 0.03B |
ITDE | iShares Trust | 2.80 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.03B |
ITDD | iShares Trust | 2.21 % | 0.00 % |
-0.08 (-0.30%) |
USD 0.03B |
RWSL | 0.00 % | 0.00 % |
N/A |
N/A | |
TNA | Direxion Daily Small Cap .. | 0.00 % | 1.10 % |
N/A |
N/A |
XGR:CA | 0.00 % | 0.64 % |
N/A |
N/A | |
XSU:CA | iShares US Small Cap (CAD.. | 0.00 % | 0.36 % |
-0.03 (-0.30%) |
CAD 0.64B |
MIND:CA | 0.00 % | 0.91 % |
N/A |
N/A | |
AGOX | Adaptive Alpha Opportunit.. | 0.00 % | 0.00 % |
-0.05 (-0.30%) |
USD 0.32B |
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 | -5.63% | 53% | F | 28% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -5.63% | 53% | F | 26% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 2.43% | 53% | F | 54% | F | ||
Dividend Return | 0.99% | 71% | C- | 21% | F | ||
Total Return | 3.41% | 53% | F | 47% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 38.85% | 13% | F | 59% | D- | ||
Dividend Return | 7.68% | 33% | F | 19% | F | ||
Total Return | 46.53% | 13% | F | 52% | F | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 3.81% | 13% | F | 54% | F | ||
Dividend Return | 4.91% | 13% | F | 49% | F | ||
Total Return | 1.10% | 33% | F | 25% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 22.08% | 47% | F | 43% | F | ||
Risk Adjusted Return | 22.22% | 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.