IMCB:NYE-iShares Morningstar Mid-Cap ETF (USD)

ETF | Others |

Last Closing

USD 70.1328

Change

+0.46 (+0.66)%

Market Cap

USD 0.87B

Volume

0.02M

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 IMCB

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 4.47% 55% F 61% D-
Dividend Return 0.68% 40% F 27% F
Total Return 5.16% 55% F 57% F
Trailing 12 Months  
Capital Gain 12.39% 69% C- 69% C-
Dividend Return 1.73% 36% F 26% F
Total Return 14.12% 69% C- 66% 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 -0.99% 38% F 35% F
Dividend Return 0.00% 37% F 28% F
Total Return 0.99% 46% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 11.19% 40% F 75% C
Risk Adjusted Return -0.01% 37% F 28% F
Market Capitalization 0.87B 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.

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.