ducovest

SUSA:NYE-iShares MSCI USA ESG Select (USD)

ETF | Large Blend |

Last Closing

USD 111.39

Change

0.00 (0.00)%

Market Cap

USD 3.47B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-15 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

N/A

 USD 533.64B
IVV iShares Core S&P 500 ETF

N/A

 USD 473.37B
VOO Vanguard S&P 500 ETF

N/A

 USD 473.15B
VTI Vanguard Total Stock Market In..

N/A

 USD 406.86B
VIG Vanguard Dividend Appreciation..

N/A

 USD 78.38B
ITOT iShares Core S&P Total U.S. St..

N/A

 USD 56.42B
RSP Invesco S&P 500® Equal Weight..

N/A

 USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 42.71B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 39.37B
IWB iShares Russell 1000 ETF

N/A

 USD 36.22B

ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.82% 47% F 80% B-
Dividend Return 0.58% 80% B- 24% F
Total Return 11.41% 49% F 78% C+
Trailing 12 Months  
Capital Gain 19.70% 47% F 80% B-
Dividend Return 1.44% 51% F 21% F
Total Return 21.14% 47% F 78% C+
Trailing 5 Years  
Capital Gain 87.12% 71% C- 84% B
Dividend Return 8.29% 61% D- 29% F
Total Return 95.40% 75% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.61% 77% C+ 78% C+
Dividend Return 14.85% 76% C+ 76% C+
Total Return 1.24% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.34% 26% F 52% F
Risk Adjusted Return 73.03% 50% F 98% N/A
Market Capitalization 3.47B 69% C- 72% C

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.