(SMMD) iShares Russell 2500 - Performance 2.8% in 12m
Compare SMMD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.81%
#29 in Group
Rel. Strength
45.24%
#4358 in Universe
Total Return 12m
2.78%
#21 in Group
Total Return 5y
80.64%
#29 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 (2.8%) vs SPY (13.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -1.30% | 0.40% | 0.40% |
| 3 Months | -9.22% | -4.90% | -4.90% |
| 12 Months | 2.78% | 13.65% | 13.65% |
| 5 Years | 80.64% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | SMMD | SPY | S&P 500 |
| 1 Month | 80.4% | 74.8% | 74.8% |
| 3 Months | -87.3% | -84.7% | -84.7% |
| 12 Months | 21.1% | 53.5% | 53.5% |
| 5 Years | 53.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #24 | -1.69% | -1.69% |
| 3 Month | #30 | -4.54% | -4.54% |
| 12 Month | #32 | -9.57% | -9.57% |
| 5 Years | #39 | -16.0% | -16.0% |
FAQs
Does SMMD iShares Russell 2500 outperforms the market?
No,
over the last 12 months SMMD made 2.78%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months SMMD made -9.22%, while SPY made -4.90%.
Over the last 3 months SMMD made -9.22%, while SPY made -4.90%.
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 | 0.22% | -1.70% | -6.37% | -10.9% |
| US NASDAQ 100 | QQQ | -0.29% | -3.96% | -7.16% | -12.4% |
| US Dow Jones Industrial 30 | DIA | 0.15% | 0.78% | -5.84% | -7.03% |
| German DAX 40 | DAX | -0.56% | -4.33% | -26.6% | -25.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.38% | -1.07% | -2.40% | -2.57% |
| Hongkong Hang Seng | HSI | -0.46% | -1.36% | -6.75% | -7.76% |
| India NIFTY 50 | INDA | 1.14% | -5.86% | -6.27% | 0.29% |
| Brasil Bovespa | EWZ | 2.48% | -5.05% | -8.34% | 10.6% |
SMMD vs. Sectors SMMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.09% | -1.89% | -12.7% | -21.4% |
| Consumer Discretionary | XLY | 1.21% | -0.38% | -7.76% | -12.2% |
| Consumer Staples | XLP | 2.26% | -1.31% | -9.06% | -7.84% |
| Energy | XLE | 3.65% | 11.6% | 0.72% | 11.3% |
| Financial | XLF | -0.47% | -0.50% | -14.6% | -22.1% |
| Health Care | XLV | 2.80% | 2.70% | -1.45% | 2.58% |
| Industrial | XLI | -1.17% | -2.45% | -7.62% | -9.24% |
| Materials | XLB | 0.35% | 1.09% | 2.03% | 5.10% |
| Real Estate | XLRE | -0.30% | -0.94% | -4.95% | -15.3% |
| Technology | XLK | -0.75% | -4.68% | -3.41% | -7.91% |
| Utilities | XLU | 1.18% | -1.72% | -11.2% | -18.3% |
| Aerospace & Defense | XAR | -1.24% | -8.98% | -20.9% | -26.1% |
| Biotech | XBI | -0.90% | -4.91% | 9.57% | 8.12% |
| Homebuilder | XHB | -0.73% | 0.30% | 9.37% | 8.16% |
| Retail | XRT | 0.08% | -0.11% | 0.15% | 3.83% |