(SMMD) iShares Russell 2500 - Performance -0.2% in 12m
Compare SMMD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.51%
#26 in Group
Rel. Strength
43.70%
#4518 in Universe
Total Return 12m
-0.17%
#23 in Group
Total Return 5y
74.40%
#27 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SMMD (-0.2%) vs SPY (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: SMMD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SMMD
| Total Return (including Dividends) | SMMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.18% | -4.77% | -4.77% |
| 3 Months | -13.83% | -9.81% | -9.81% |
| 12 Months | -0.17% | 9.54% | 9.54% |
| 5 Years | 74.40% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | SMMD | SPY | S&P 500 |
| 1 Month | -45.5% | -51.2% | -51.2% |
| 3 Months | -92.7% | -90.1% | -90.1% |
| 12 Months | 32.1% | 59.4% | 59.4% |
| 5 Years | 53.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #29 | -1.48% | -1.48% |
| 3 Month | #35 | -4.46% | -4.46% |
| 12 Month | #34 | -8.86% | -8.86% |
| 5 Years | #40 | -14.9% | -14.9% |
FAQs
Does SMMD iShares Russell 2500 outperforms the market?
No,
over the last 12 months SMMD made -0.17%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months SMMD made -13.83%, while SPY made -9.81%.
Over the last 3 months SMMD made -13.83%, while SPY made -9.81%.
Performance Comparison SMMD vs Indeces and Sectors
SMMD vs. Indices SMMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.05% | -1.41% | -4.27% | -9.71% |
| US NASDAQ 100 | QQQ | -1.34% | -1.43% | -4.51% | -10.4% |
| US Dow Jones Industrial 30 | DIA | 1.44% | -0.47% | -4.65% | -6.16% |
| German DAX 40 | DAX | -0.27% | -2.77% | -22.7% | -21.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.06% | -3.09% | -4.58% | -9.76% |
| Hongkong Hang Seng | HSI | -0.60% | -2.97% | -7.19% | -15.7% |
| India NIFTY 50 | INDA | 1.07% | -9.29% | -6.98% | -4.24% |
| Brasil Bovespa | EWZ | -2.13% | -8.28% | -8.01% | 6.57% |
SMMD vs. Sectors SMMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.05% | -1.19% | -13.3% | -17.5% |
| Consumer Discretionary | XLY | -0.80% | -1.20% | -6.71% | -12.6% |
| Consumer Staples | XLP | 4.90% | -8.26% | -9.73% | -9.69% |
| Energy | XLE | 2.62% | 4.92% | -2.70% | 11.2% |
| Financial | XLF | 0.47% | -2.39% | -12.4% | -19.3% |
| Health Care | XLV | 2.50% | 0.45% | -2.02% | 0.72% |
| Industrial | XLI | 0.93% | -2.26% | -5.10% | -7.42% |
| Materials | XLB | 0.82% | -2.37% | 1.80% | 3.78% |
| Real Estate | XLRE | 3.55% | -3.24% | -2.24% | -14.8% |
| Technology | XLK | -2.62% | -0.57% | 0.74% | -4.63% |
| Utilities | XLU | 3.03% | -6.54% | -6.93% | -21.3% |
| Aerospace & Defense | XAR | 0.80% | -5.56% | -15.6% | -25.8% |
| Biotech | XBI | -2.63% | 2.75% | 7.53% | 3.32% |
| Homebuilder | XHB | 0.05% | -0.35% | 10.5% | 7.22% |
| Retail | XRT | 0.95% | -2.35% | -0.55% | 3.89% |