Ishares Russell Mid Cap Etf Performance
| IWP Etf | USD 118.60 3.70 3.22% |
The etf retains a Market Volatility (i.e., Beta) of 1.06, which attests to a somewhat significant risk relative to the market. IShares Russell returns are very sensitive to returns on the market. As the market goes up or down, IShares Russell is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Russell Mid Cap has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest uncertain performance, the Etf's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the ETF retail investors. ...more
1 | IWP, AMP, DDOG, VRT Large Inflows Detected at ETF - Nasdaq | 12/20/2024 |
2 | IWP, APP, TTD, VST Large Outflows Detected at ETF - Nasdaq | 01/31/2025 |
3 | Kestra Private Wealth Services LLC Has 16.68 Million Stake in iShares Russell Mid-Cap Growth ETF | 02/10/2025 |
4 | iShares Russell Mid-Cap Growth ETF Sets New 52-Week High Should You Buy | 02/19/2025 |
5 | MONECO Advisors LLC Grows Stock Holdings in iShares Russell Mid-Cap Growth ETF | 02/24/2025 |
6 | Geneva Capital Management LLC Has 2.77 Million Holdings in iShares Russell Mid-Cap Growth ETF | 03/07/2025 |
7 | iShares Russell Mid-Cap Growth ETF Shares Sold by Johnson Investment Counsel Inc. | 03/10/2025 |
8 | iShares Russell Mid-Cap Growth ETF Shares Acquired by Avantax Advisory Services Inc. | 03/13/2025 |
| In Threey Sharp Ratio | 0.31 |
IShares |
IShares Russell Relative Risk vs. Return Landscape
If you would invest 13,290 in iShares Russell Mid Cap on December 17, 2024 and sell it today you would lose (1,430) from holding iShares Russell Mid Cap or give up 10.76% of portfolio value over 90 days. iShares Russell Mid Cap is generating negative expected returns assuming volatility of 1.5295% on return distribution over 90 days investment horizon. In other words, 13% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Russell Mid Cap, and traders can use it to determine the average amount a IShares Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1163
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IWP |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Russell is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares Russell by adding IShares Russell to a well-diversified portfolio.
IShares Russell Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Russell, and IShares Russell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Price To Earning | 3.12 X | |||
| Price To Book | 4.69 X | |||
| Price To Sales | 1.83 X | |||
| Earnings Per Share | 9.25 X | |||
| Total Asset | 11.8 B | |||
About IShares Russell Performance
Assessing IShares Russell's fundamental ratios provides investors with valuable insights into IShares Russell's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Russell is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. Russell Mid-Cap is traded on NYSEARCA Exchange in the United States.| iShares Russell Mid generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares Russell Mid-Cap Growth ETF Shares Acquired by Avantax Advisory Services Inc. | |
| The fund retains 99.89% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of iShares Russell Mid is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.