iShares Micro-Cap ETFFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$70.30
- Net Assets:$813 Million
- Peer Rank:189 of 323
- Investment Rating:C
We rate iShares Micro Cap at C. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
POSITIVES AND RISKS
Total return ranks above peers over the last three years. The iShares Micro Cap has returned an annual rate of 4.38% since inception. More recently, the fund has generated a total return of 7.75% in the last five years, 5.33% in the last three years, and -9.94% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 60% of them. It has also outpaced 51% of its competitors on a three year basis and 23% of them over the last year for the period ending 6/30/2016. On a year to date basis, IWC has returned -0.77%.
Downside risk has been below average. IWC has a draw down risk of -21.94%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 16.4%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $70.30, which is 4.2% below its 52-week high of $73.35 and 4.9% above its 52-week low of $67.00.
High expense ratio hinders performance. As IWC is an exchange traded fund, it has no front end or back end load.
The iShares Micro Cap is managed by Diane Hsiung at BlackRock Fund Advisors. This fund is one of 305 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.