(SVAL) iShares US Small Cap - Performance 6.8% in 12m
SVAL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
35.25%
#31 in Peer-Group
Rel. Strength
52.49%
#3546 in Stock-Universe
Total Return 12m
6.76%
#15 in Peer-Group
Total Return 5y
71.59%
#33 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 36.03 USD |
| 52 Week Low | 26.14 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.80 |
| Buy/Sell Signal +-5 | -1.34 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SVAL (6.8%) vs IWM (5.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
-2.62% | 11.4% | 72.4% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-0.83% | 9.32% | 98.1% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-0.96% | 9.26% | 97.6% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-0.97% | 9.19% | 97.2% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-0.7% | 2.35% | 137% | - | - | - | - | - |
| EZM NYSE ARCA WisdomTree U.S. MidCap |
-1.58% | 6.34% | 97.2% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-0.33% | 5.69% | 143% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.05% | 5% | 113% | - | - | - | - | - |
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 | -1.50% | 0.34% | 0.24% |
| 3 Months | -0.68% | 2.31% | 5.41% |
| 12 Months | 6.76% | 5.85% | 10.03% |
| 5 Years | 71.59% | 56.35% | 104.87% |
| Trend Score (consistency of price movement) | SVAL | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 56.1% | 78.1% | 78.8% |
| 3 Months | 40.1% | 69.4% | 79.5% |
| 12 Months | -25.7% | -21.7% | 43% |
| 5 Years | 47.9% | 30.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #36 | -1.83% | -1.74% |
| 3 Month | #11 | -2.92% | -5.77% |
| 12 Month | #5 | 0.85% | -2.97% |
| 5 Years | #4 | 20.03% | -10.67% |
FAQs
Does iShares US Small Cap (SVAL) outperform the market?
Yes,
over the last 12 months SVAL made 6.76%, while its related Sector, the iShares Russell 2000 (IWM) made 5.85%.
Over the last 3 months SVAL made -0.68%, while IWM made 2.31%.
Performance Comparison SVAL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SVAL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.6% | -1.7% | -7.9% | -3% |
| US NASDAQ 100 | QQQ | 0.1% | -2.8% | -9% | -3% |
| German DAX 40 | DAX | 0.8% | 1.4% | -23.9% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | -0.4% | -6.9% | -6% |
| Hongkong Hang Seng | HSI | 1.8% | -3.6% | -24.3% | -19% |
| India NIFTY 50 | INDA | 0.4% | -1.2% | -8% | 8% |
| Brasil Bovespa | EWZ | -0.1% | -1.6% | -29.1% | -2% |
SVAL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | -2.7% | -12.6% | -16% |
| Consumer Discretionary | XLY | 0.6% | 1% | 0.5% | -11% |
| Consumer Staples | XLP | 0% | 0.4% | -9.7% | -0% |
| Energy | XLE | -0.9% | -8% | -14.5% | 5% |
| Financial | XLF | -0.7% | 0.4% | -11.7% | -17% |
| Health Care | XLV | 2.7% | 0.1% | -4% | 15% |
| Industrial | XLI | 0.3% | -0.5% | -14.3% | -10% |
| Materials | XLB | 1.2% | -0.7% | -9.1% | 8% |
| Real Estate | XLRE | 0.2% | -1.4% | -11.4% | -6% |
| Technology | XLK | -0.5% | -4.4% | -9.4% | 1% |
| Utilities | XLU | 0.9% | 0.9% | -14.4% | -13% |
| Aerospace & Defense | XAR | -0.3% | -6.8% | -27% | -36% |
| Biotech | XBI | 1.6% | -2.7% | 2.7% | 15% |
| Homebuilder | XHB | -0.5% | 2.4% | 3% | 14% |
| Retail | XRT | -2.1% | -2.1% | -2.8% | 3% |
SVAL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.5% | -22.6% | -20.8% | 2% |
| Natural Gas | UNG | -7.9% | -5.4% | -18.4% | 14% |
| Gold | GLD | 2% | -3.7% | -35.2% | -35% |
| Silver | SLV | 0.9% | -10.1% | -28.6% | -10% |
| Copper | CPER | -1.7% | -5.1% | -25.3% | -1% |
SVAL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | -3.1% | -6.8% | 11% |
| iShares High Yield Corp. Bond | HYG | -0.5% | -2.6% | -11.1% | -3% |