(SVAL) iShares US Small Cap - Performance -0.5% in 12m
Compare SVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
41.76%
#35 in Group
Rel. Strength
43.40%
#4539 in Universe
Total Return 12m
-0.51%
#18 in Group
Total Return 5y
63.16%
#35 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: SVAL (-0.5%) vs IWM (-1.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: SVAL vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for SVAL
| Total Return (including Dividends) | SVAL | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -4.42% | -2.75% | -0.87% |
| 3 Months | -13.33% | -13.84% | -8.60% |
| 12 Months | -0.51% | -1.39% | 9.37% |
| 5 Years | 63.16% | 59.30% | 103.96% |
| Trend Score (consistency of price movement) | SVAL | IWM | S&P 500 |
| 1 Month | -8.30% | -10.9% | -17.9% |
| 3 Months | -90.4% | -91.9% | -89.7% |
| 12 Months | 23.5% | 21% | 57.2% |
| 5 Years | 44.6% | 35.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #13 | -1.71% | -3.58% |
| 3 Month | #8 | 0.59% | -5.17% |
| 12 Month | #6 | 0.89% | -9.04% |
| 5 Years | #4 | 22.8% | -8.36% |
FAQs
Does SVAL iShares US Small Cap outperforms the market?
Yes,
over the last 12 months SVAL made -0.51%, while its related Sector, the iShares Russell 2000 (IWM) made -1.39%.
Over the last 3 months SVAL made -13.33%, while IWM made -13.84%.
Over the last 3 months SVAL made -13.33%, while IWM made -13.84%.
Performance Comparison SVAL vs Indeces and Sectors
SVAL vs. Indices SVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.74% | -3.55% | -7.15% | -9.88% |
| US NASDAQ 100 | QQQ | -3.62% | -5.16% | -7.37% | -10.3% |
| US Dow Jones Industrial 30 | DIA | 0.04% | -1.26% | -7.31% | -7.02% |
| German DAX 40 | DAX | 0.87% | -3.46% | -25.5% | -22.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.10% | -1.57% | -5.24% | -5.40% |
| Hongkong Hang Seng | HSI | 0.87% | -1.97% | -7.93% | -10.5% |
| India NIFTY 50 | INDA | 4.90% | -8.34% | -9.0% | -2.69% |
| Brasil Bovespa | EWZ | -2.53% | -9.24% | -11.5% | 6.87% |
SVAL vs. Sectors SVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.97% | -3.35% | -15.9% | -21.5% |
| Consumer Discretionary | XLY | -4.09% | -4.74% | -10.4% | -11.3% |
| Consumer Staples | XLP | 6.09% | -4.62% | -12.2% | -9.52% |
| Energy | XLE | 0.91% | 5.81% | -6.24% | 10.6% |
| Financial | XLF | -0.07% | -2.31% | -14.6% | -20.5% |
| Health Care | XLV | 0.90% | -0.32% | -5.63% | -0.80% |
| Industrial | XLI | -0.22% | -3.87% | -7.80% | -6.90% |
| Materials | XLB | 1.36% | -1.74% | 0.05% | 6.02% |
| Real Estate | XLRE | 2.50% | -2.90% | -5.54% | -15.0% |
| Technology | XLK | -5.33% | -5.27% | -2.42% | -4.94% |
| Utilities | XLU | 1.82% | -5.33% | -10.4% | -21.4% |
| Aerospace & Defense | XAR | -1.65% | -9.63% | -19.1% | -25.4% |
| Biotech | XBI | -2.31% | -0.83% | 5.67% | 4.20% |
| Homebuilder | XHB | -0.13% | -2.0% | 8.27% | 9.08% |
| Retail | XRT | 0.80% | -4.61% | -2.41% | 4.15% |