ISCG:NYE-iShares Morningstar Small-Cap Growth ETF (USD)

ETF | Others |

Last Closing

USD 46.46

Change

+0.65 (+1.42)%

Market Cap

USD 0.55B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-15 )

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SGOV iShares® 0-3 Month Treasury B..

N/A

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing ISCG

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 5.59% 53% F 56% F
Dividend Return 0.13% 8% B- 5% F
Total Return 5.72% 49% F 52% F
Trailing 12 Months  
Capital Gain 20.02% 67% D+ 68% D+
Dividend Return 0.82% 12% F 8% B-
Total Return 20.84% 65% D 63% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -4.31% 18% F 21% F
Dividend Return -3.79% 12% F 13% F
Total Return 0.51% 31% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 15.54% 25% F 67% D+
Risk Adjusted Return -24.40% 22% F 14% F
Market Capitalization 0.55B 86% B+ 46% F

Annual Financials (USD)

Quarterly Financials (USD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.