Ishares Russell 2500 Etf Performance
| SMMD Etf | USD 73.13 0.77 1.06% |
The etf retains a Market Volatility (i.e., Beta) of -0.0911, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Russell are expected to decrease at a much lower rate. During the bear market, IShares Russell is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Russell 2500 are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady primary indicators, IShares Russell may actually be approaching a critical reversion point that can send shares even higher in October 2025. ...more
1 | 13,586 Shares in iShares Russell 2500 ETF Bought by Retirement Planning Group LLC | 06/06/2025 |
2 | Trading Report - news.stocktradersdaily.com | 06/18/2025 |
3 | Compound Planning Inc. Buys 746 Shares of iShares Russell 2500 ETF SMMD | 08/27/2025 |
| In Threey Sharp Ratio | 0.38 |
IShares Russell Relative Risk vs. Return Landscape
If you would invest 6,641 in iShares Russell 2500 on June 6, 2025 and sell it today you would earn a total of 672.00 from holding iShares Russell 2500 or generate 10.12% return on investment over 90 days. iShares Russell 2500 is currently generating 0.1628% in daily expected returns and assumes 0.9757% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than IShares, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Russell 2500, and traders can use it to determine the average amount a IShares Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1669
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Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average IShares Russell is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares Russell by adding it to a well-diversified portfolio.
IShares Russell Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Russell, and IShares Russell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Total Asset | 439.74 M | |||
About IShares Russell Performance
By analyzing IShares Russell's fundamental ratios, stakeholders can gain valuable insights into IShares Russell's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Russell has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares Russell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Russell 2500 is traded on BATS Exchange in the United States.| Latest headline from thelincolnianonline.com: Compound Planning Inc. Buys 746 Shares of iShares Russell 2500 ETF SMMD | |
| The fund maintains 99.72% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Russell 2500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of iShares Russell 2500 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.