IBDW:NYE-iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (USD)

ETF | Others |

Last Closing

USD 20.38

Change

-0.06 (-0.29)%

Market Cap

USD 0.84B

Volume

0.13M

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: 2024-06-17 )

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ETFs Containing IBDW

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 -1.88% 17% F 32% F
Dividend Return 2.03% 66% D+ 61% D-
Total Return 0.16% 20% F 33% F
Trailing 12 Months  
Capital Gain 0.71% 28% F 38% F
Dividend Return 4.47% 70% C- 63% D
Total Return 5.19% 34% F 41% 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 -5.30% 17% F 17% F
Dividend Return -3.30% 17% F 14% F
Total Return 2.00% 74% C 45% F
Risk Return Profile  
Volatility (Standard Deviation) 7.81% 58% F 83% B
Risk Adjusted Return -42.28% 18% F 9% A-
Market Capitalization 0.84B 90% A- 53% 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.