IBDU:NYE-iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF (USD)

ETF | Others |

Last Closing

USD 22.76

Change

-0.01 (-0.04)%

Market Cap

USD 1.40B

Volume

0.16M

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: 2024-06-14 )

Largest Industry Peers for Others

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

+0.04 (+0.04%)

USD 22.84B
AVUV Avantis® U.S. Small Cap Value..

-0.13 (-0.15%)

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JAAA Janus Detroit Street Trust - J..

+0.04 (+0.08%)

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DFUV Dimensional US Marketwide Valu..

-0.01 (-0.03%)

USD 10.31B

ETFs Containing IBDU

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 -1.34% 20% F 35% F
Dividend Return 1.92% 63% D 58% F
Total Return 0.57% 24% F 36% F
Trailing 12 Months  
Capital Gain 1.47% 33% F 41% F
Dividend Return 3.83% 64% D 56% F
Total Return 5.30% 35% F 42% F
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 -3.25% 25% F 24% F
Dividend Return -1.22% 28% F 21% F
Total Return 2.03% 75% C 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.67% 66% D+ 85% B
Risk Adjusted Return -18.35% 28% F 18% F
Market Capitalization 1.40B 92% A 59% D-

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.