(IWR) iShares Russell - Performance 5.3% in 12m
Compare IWR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.45%
#33 in Group
Rel. Strength
51.44%
#3901 in Universe
Total Return 12m
5.26%
#23 in Group
Total Return 5y
83.08%
#36 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: IWR (5.3%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-2.94% | 13.2% | 71.9% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-3.93% | 9.08% | 87.7% | - | - | - | - | - |
| FSCS NASDAQ First Trust SMID Capital |
-3.28% | 8.12% | 108% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-4.02% | 5.01% | 89.4% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-3.06% | 5.1% | 92.4% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-3.85% | 4.06% | 88.8% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.29% | 2.15% | 95.2% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-6.33% | -3.67% | 147% | - | - | - | - | - |
Performance Comparison: IWR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IWR
| Total Return (including Dividends) | IWR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.43% | -4.31% | -4.31% |
| 3 Months | -9.10% | -7.85% | -7.85% |
| 12 Months | 5.26% | 10.76% | 10.76% |
| 5 Years | 83.08% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | IWR | SPY | S&P 500 |
| 1 Month | -29.1% | -35.6% | -35.6% |
| 3 Months | -89.8% | -89.7% | -89.7% |
| 12 Months | 51.8% | 58.3% | 58.3% |
| 5 Years | 68.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #32 | -0.12% | -0.12% |
| 3 Month | #30 | -1.35% | -1.35% |
| 12 Month | #24 | -4.96% | -4.96% |
| 5 Years | #49 | -11.3% | -11.3% |
FAQs
Does IWR iShares Russell outperforms the market?
No,
over the last 12 months IWR made 5.26%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months IWR made -9.10%, while SPY made -7.85%.
Over the last 3 months IWR made -9.10%, while SPY made -7.85%.
Performance Comparison IWR vs Indeces and Sectors
IWR vs. Indices IWR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.05% | -0.12% | -0.66% | -5.50% |
| US NASDAQ 100 | QQQ | -3.01% | -0.19% | -0.66% | -6.75% |
| US Dow Jones Industrial 30 | DIA | 1.02% | 1.35% | -0.92% | -1.72% |
| German DAX 40 | DAX | 1.61% | -0.62% | -19.1% | -18.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.48% | -0.93% | 0.76% | -3.36% |
| Hongkong Hang Seng | HSI | 1.22% | -1.55% | -2.53% | -8.76% |
| India NIFTY 50 | INDA | 6.38% | -5.99% | -2.26% | 3.46% |
| Brasil Bovespa | EWZ | -0.80% | -6.40% | -5.16% | 10.8% |
IWR vs. Sectors IWR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.91% | 1.15% | -9.40% | -17.1% |
| Consumer Discretionary | XLY | -3.40% | -0.39% | -3.82% | -9.09% |
| Consumer Staples | XLP | 6.41% | -7.18% | -5.98% | -4.23% |
| Energy | XLE | 2.30% | 7.20% | 1.77% | 17.2% |
| Financial | XLF | 0.91% | 0.35% | -8.76% | -14.0% |
| Health Care | XLV | 1.97% | 0.54% | 1.35% | 5.0% |
| Industrial | XLI | 0.78% | -0.36% | -1.01% | -1.65% |
| Materials | XLB | 2.20% | 0.08% | 6.23% | 10.6% |
| Real Estate | XLRE | 3.78% | -2.52% | 1.49% | -9.86% |
| Technology | XLK | -4.86% | 0.09% | 4.21% | -0.98% |
| Utilities | XLU | 3.10% | -6.11% | -3.76% | -15.2% |
| Aerospace & Defense | XAR | -0.61% | -4.13% | -11.9% | -21.7% |
| Biotech | XBI | -0.18% | 3.41% | 12.4% | 7.51% |
| Homebuilder | XHB | 0.70% | 1.59% | 14.3% | 13.2% |
| Retail | XRT | 1.74% | -1.50% | 3.46% | 8.88% |