IWR:ARCA-iShares Russell Mid-Cap

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 50.43

Change

+0.76 (+1.53)%

Market Cap

USD 13.61B

Volume

2.13M

Analyst Target

N/A
Analyst Rating

N/A

ducovest 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.

Inception Date: 17/07/2001

Primary Benchmark: Russell Mid Cap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.19 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
VXF Vanguard Extended Market Index.. 0.07 %

+0.36 (+0.21%)

USD 94.72B
IJH iShares Core S&P Mid-Cap ETF 0.07 %

+0.16 (+0.26%)

USD 75.57B
VO Vanguard Mid-Cap Index Fund ET.. 0.04 %

+0.56 (+0.22%)

USD 63.72B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

+1.99 (+0.36%)

USD 19.91B
SCHM Schwab U.S. Mid-Cap ETF 0.05 %

+0.28 (+0.35%)

USD 11.17B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

+0.15 (+0.28%)

USD 9.78B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

+0.30 (+0.27%)

USD 3.96B
JHMM John Hancock Multifactor Mid C.. 0.44 %

+0.13 (+0.23%)

USD 3.67B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

+0.31 (+0.30%)

USD 1.69B
JKG iShares Morningstar Mid-Cap ET.. 0.25 %

N/A

USD 0.84B

ETFs Containing IWR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.50% 56% F 63% D
Dividend Return N/A N/A N/A N/A F
Total Return 8.50% 56% F 62% D
Trailing 12 Months  
Capital Gain -6.12% 74% C 58% F
Dividend Return 1.71% 96% N/A 32% F
Total Return -4.41% 81% B- 52% F
Trailing 5 Years  
Capital Gain 34.18% 56% F 77% C+
Dividend Return 9.89% 94% A 33% F
Total Return 44.07% 69% C- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 7.58% 56% F 74% C
Dividend Return 9.29% 59% D- 71% C-
Total Return 1.71% 89% A- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 9.31% 70% C- 70% C-
Risk Adjusted Return 99.77% 70% C- 85% B
Market Capitalization 13.61B 89% A- 91% 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.

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.

What to not like:

There is nothing we particularly dislike