(IWR) iShares Russell - Performance 6.7% in 12m
Compare IWR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.45%
#30 in Group
Rel. Strength
57.19%
#3407 in Universe
Total Return 12m
6.70%
#25 in Group
Total Return 5y
86.09%
#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: IWR (6.7%) vs SPY (9.9%)
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 |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
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 | 6.50% | 2.87% | 2.87% |
| 3 Months | -5.98% | -6.42% | -6.42% |
| 12 Months | 6.70% | 9.87% | 9.87% |
| 5 Years | 86.09% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | IWR | SPY | S&P 500 |
| 1 Month | 94.7% | 89.4% | 89.4% |
| 3 Months | -67.4% | -72% | -72% |
| 12 Months | 43.5% | 49.3% | 49.3% |
| 5 Years | 67.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #21 | 3.53% | 3.53% |
| 3 Month | #31 | 0.47% | 0.47% |
| 12 Month | #24 | -2.88% | -2.88% |
| 5 Years | #49 | -10.3% | -10.3% |
FAQs
Does IWR iShares Russell outperforms the market?
No,
over the last 12 months IWR made 6.70%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months IWR made -5.98%, while SPY made -6.42%.
Over the last 3 months IWR made -5.98%, while SPY made -6.42%.
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 | 1.30% | 3.63% | -1.58% | -3.17% |
| US NASDAQ 100 | QQQ | 1.05% | 1.79% | -1.99% | -4.62% |
| US Dow Jones Industrial 30 | DIA | 1.02% | 4.89% | -0.55% | 0.33% |
| German DAX 40 | DAX | -0.82% | -12.8% | -27.2% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.64% | 0.23% | -0.81% | 1.07% |
| Hongkong Hang Seng | HSI | -2.22% | -9.71% | -11.1% | -5.39% |
| India NIFTY 50 | INDA | 3.69% | 4.22% | -3.48% | 4.37% |
| Brasil Bovespa | EWZ | -0.75% | -5.03% | -10.8% | 13.2% |
IWR vs. Sectors IWR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.12% | 2.83% | -7.76% | -13.6% |
| Consumer Discretionary | XLY | 0.38% | 2.99% | 0.61% | -7.35% |
| Consumer Staples | XLP | 1.67% | 4.48% | -8.49% | -0.86% |
| Energy | XLE | 0.32% | 6.42% | 4.42% | 16.5% |
| Financial | XLF | 0.67% | 0.93% | -7.46% | -14.8% |
| Health Care | XLV | 5.09% | 10.9% | 3.65% | 12.6% |
| Industrial | XLI | -0.27% | -0.88% | -2.56% | -3.29% |
| Materials | XLB | 1.31% | 1.79% | 2.47% | 12.7% |
| Real Estate | XLRE | 1.63% | 0.38% | -3.96% | -6.76% |
| Technology | XLK | 0.41% | -0.24% | 0.69% | -0.30% |
| Utilities | XLU | 0.26% | 0.88% | -9.35% | -9.21% |
| Aerospace & Defense | XAR | 0.79% | -2.84% | -10.9% | -18.5% |
| Biotech | XBI | 9.38% | 4.48% | 19.5% | 20.7% |
| Homebuilder | XHB | 1.74% | 3.43% | 12.1% | 16.5% |
| Retail | XRT | 1.15% | 2.91% | 4.71% | 11.0% |