(SVAL) iShares US Small Cap - Performance 2.1% in 12m
Compare SVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
42.06%
#37 in Group
Rel. Strength
44.24%
#4437 in Universe
Total Return 12m
2.12%
#17 in Group
Total Return 5y
68.23%
#37 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 (2.1%) 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 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
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 | -2.80% | -1.08% | 0.40% |
| 3 Months | -8.89% | -10.23% | -4.90% |
| 12 Months | 2.12% | 1.43% | 13.65% |
| 5 Years | 68.23% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | SVAL | IWM | S&P 500 |
| 1 Month | 83.5% | 81.6% | 74.8% |
| 3 Months | -87.3% | -88.2% | -84.7% |
| 12 Months | 17.0% | 13.2% | 53.5% |
| 5 Years | 44.7% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #8 | -1.74% | -3.18% |
| 3 Month | #6 | 1.49% | -4.20% |
| 12 Month | #5 | 0.68% | -10.2% |
| 5 Years | #5 | 23.1% | -8.17% |
FAQs
Does SVAL iShares US Small Cap outperforms the market?
Yes,
over the last 12 months SVAL made 2.12%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months SVAL made -8.89%, while IWM made -10.23%.
Over the last 3 months SVAL made -8.89%, while IWM made -10.23%.
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 | 0.85% | -3.20% | -7.36% | -11.5% |
| US NASDAQ 100 | QQQ | 0.34% | -5.46% | -8.15% | -13.1% |
| US Dow Jones Industrial 30 | DIA | 0.78% | -0.72% | -6.83% | -7.69% |
| German DAX 40 | DAX | 0.07% | -5.83% | -27.6% | -26.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.01% | -2.57% | -3.39% | -3.23% |
| Hongkong Hang Seng | HSI | 0.17% | -2.86% | -7.74% | -8.42% |
| India NIFTY 50 | INDA | 1.77% | -7.36% | -7.26% | -0.37% |
| Brasil Bovespa | EWZ | 3.11% | -6.55% | -9.33% | 9.89% |
SVAL vs. Sectors SVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.54% | -3.39% | -13.6% | -22.0% |
| Consumer Discretionary | XLY | 1.84% | -1.88% | -8.75% | -12.9% |
| Consumer Staples | XLP | 2.89% | -2.81% | -10.1% | -8.50% |
| Energy | XLE | 4.28% | 10.1% | -0.27% | 10.6% |
| Financial | XLF | 0.16% | -2.00% | -15.6% | -22.8% |
| Health Care | XLV | 3.43% | 1.20% | -2.44% | 1.92% |
| Industrial | XLI | -0.54% | -3.95% | -8.61% | -9.90% |
| Materials | XLB | 0.98% | -0.41% | 1.04% | 4.44% |
| Real Estate | XLRE | 0.33% | -2.44% | -5.94% | -16.0% |
| Technology | XLK | -0.12% | -6.18% | -4.40% | -8.57% |
| Utilities | XLU | 1.81% | -3.22% | -12.2% | -19.0% |
| Aerospace & Defense | XAR | -0.61% | -10.5% | -21.9% | -26.8% |
| Biotech | XBI | -0.27% | -6.41% | 8.58% | 7.46% |
| Homebuilder | XHB | -0.10% | -1.20% | 8.38% | 7.50% |
| Retail | XRT | 0.71% | -1.61% | -0.84% | 3.17% |