IWR:NYE-iShares Russell Mid-Cap ETF (USD)

ETF | Mid-Cap Blend | NYE

Last Closing Price

USD 61.24

Change

0.00 (0.00)%

Market Cap

USD 21.64B

Volume

1.75M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
VO Vanguard Mid-Cap Index Fund ET.. 0.04 %

N/A

USD111.57B
VXF Vanguard Extended Market Index.. 0.07 %

N/A

USD74.56B
IJH iShares Core S&P Mid-Cap ETF 0.06 %

N/A

USD53.63B
MDY SPDR S&P MIDCAP 400 ETF Trust 0.24 %

N/A

USD19.13B
SCHM Schwab U.S. Mid-Cap ETF 0.04 %

N/A

USD6.86B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.10 %

N/A

USD2.26B
JHMM John Hancock Multifactor Mid C.. 0.44 %

N/A

USD1.57B
EZM WisdomTree U.S. MidCap Earning.. 0.38 %

N/A

USD1.14B
JKG iShares Morningstar Mid-Cap ET.. 0.25 %

N/A

USD0.79B
ONEV SPDR Russell 1000 Low Volatili.. 0.20 %

N/A

USD0.60B

ETFs Containing IWR

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Mid-Cap Blend)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.72% 86% B 69% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.72% 86% B 68% D+
Trailing 12 Months  
Capital Gain 21.44% 68% D+ 74% C
Dividend Return 1.17% 27% F 19% F
Total Return 22.60% 68% D+ 71% C-
Trailing 5 Years  
Capital Gain 48.94% 71% C- 76% C
Dividend Return 9.00% 88% B+ 32% F
Total Return 57.94% 71% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 7.77% 73% C 71% C-
Dividend Return 1.73% 86% B 40% F
Total Return 9.51% 77% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 9.57% 77% C+ 74% C
Risk Adjusted Return 99.30% 82% B- 86% B
Market Capitalization 21.64B 86% B 90% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.