IS3K:F:F-iShares $ Short Duration High Yield Corp Bond UCITS ETF USD (Dist) (EUR)

ETF | Others |

Last Closing

USD 81.006

Change

-0.01 (-0.01)%

Market Cap

USD 0.81B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-10 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
PRAJ:F Amundi Index Solutions - Amund..

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USD 139.20B
UIM5:F UBS (Lux) Fund Solutions - MSC..

+0.30 (+0.59%)

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ZPDJ:F SPDR® MSCI Japan UCITS ETF

+0.32 (+0.60%)

USD 91.05B
SXR8:F iShares Core S&P 500 UCITS ETF..

+3.68 (+0.73%)

USD 85.22B
FRCJ:F UBS MSCI Japan Socially Respon..

+0.21 (+0.98%)

USD 74.74B
EUNL:F iShares Core MSCI World UCITS ..

+0.37 (+0.41%)

USD 72.04B
SXRZ:F iShares VII PLC - iShares Nikk..

+1.50 (+0.67%)

USD 55.89B
XDNY:F Xtrackers MSCI Japan ESG Scree..

+0.09 (+0.60%)

USD 55.84B
VUAA:F Vanguard S&P 500 UCITS Acc

+0.81 (+0.89%)

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

+0.23 (+0.26%)

USD 51.63B

ETFs Containing IS3K:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.35% 45% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.35% 43% F 49% F
Trailing 12 Months  
Capital Gain 3.46% 40% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.46% 38% F 47% F
Trailing 5 Years  
Capital Gain -2.56% 27% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.56% 27% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -0.82% 37% F 46% F
Dividend Return -0.82% 36% F 41% F
Total Return N/A 46% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 5.88% 80% B- 92% A
Risk Adjusted Return -13.96% 36% F 38% F
Market Capitalization 0.81B 70% C- 56% F

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.