(IWC) iShares Micro-Cap - Performance 0.4% in 12m
Compare IWC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
21.71%
#46 in Group
Rel. Strength
42.22%
#4598 in Universe
Total Return 12m
0.40%
#37 in Group
Total Return 5y
60.37%
#38 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: IWC (0.4%) 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: IWC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IWC
| Total Return (including Dividends) | IWC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.69% | 0.40% | 0.40% |
| 3 Months | -10.56% | -4.90% | -4.90% |
| 12 Months | 0.40% | 13.65% | 13.65% |
| 5 Years | 60.37% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | IWC | SPY | S&P 500 |
| 1 Month | 84.7% | 74.8% | 74.8% |
| 3 Months | -88.5% | -84.7% | -84.7% |
| 12 Months | 12.8% | 53.5% | 53.5% |
| 5 Years | 6.50% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #5 | 1.29% | 1.29% |
| 3 Month | #47 | -5.95% | -5.95% |
| 12 Month | #43 | -11.7% | -11.7% |
| 5 Years | #50 | -25.4% | -25.4% |
FAQs
Does IWC iShares Micro-Cap outperforms the market?
No,
over the last 12 months IWC made 0.40%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months IWC made -10.56%, while SPY made -4.90%.
Over the last 3 months IWC made -10.56%, while SPY made -4.90%.
Performance Comparison IWC vs Indeces and Sectors
IWC vs. Indices IWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.70% | 1.29% | -7.89% | -13.3% |
| US NASDAQ 100 | QQQ | 0.19% | -0.97% | -8.68% | -14.8% |
| US Dow Jones Industrial 30 | DIA | 0.63% | 3.77% | -7.36% | -9.41% |
| German DAX 40 | DAX | -0.08% | -1.34% | -28.1% | -27.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.86% | 1.92% | -3.92% | -4.95% |
| Hongkong Hang Seng | HSI | 0.02% | 1.63% | -8.27% | -10.1% |
| India NIFTY 50 | INDA | 1.62% | -2.87% | -7.79% | -2.09% |
| Brasil Bovespa | EWZ | 2.96% | -2.06% | -9.86% | 8.17% |
IWC vs. Sectors IWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.39% | 1.10% | -14.2% | -23.7% |
| Consumer Discretionary | XLY | 1.69% | 2.61% | -9.28% | -14.6% |
| Consumer Staples | XLP | 2.74% | 1.68% | -10.6% | -10.2% |
| Energy | XLE | 4.13% | 14.6% | -0.80% | 8.92% |
| Financial | XLF | 0.01% | 2.49% | -16.2% | -24.5% |
| Health Care | XLV | 3.28% | 5.69% | -2.97% | 0.20% |
| Industrial | XLI | -0.69% | 0.54% | -9.14% | -11.6% |
| Materials | XLB | 0.83% | 4.08% | 0.51% | 2.72% |
| Real Estate | XLRE | 0.18% | 2.05% | -6.47% | -17.7% |
| Technology | XLK | -0.27% | -1.69% | -4.93% | -10.3% |
| Utilities | XLU | 1.66% | 1.27% | -12.7% | -20.7% |
| Aerospace & Defense | XAR | -0.76% | -5.99% | -22.4% | -28.5% |
| Biotech | XBI | -0.42% | -1.92% | 8.05% | 5.74% |
| Homebuilder | XHB | -0.25% | 3.29% | 7.85% | 5.78% |
| Retail | XRT | 0.56% | 2.88% | -1.37% | 1.45% |