Values as of: 2024-06-26
ETF | Short-Term Bond |
Last Closing
USD 51.21Change
-0.06 (-0.12)%Market Cap
USD 20.41BVolume
4.03MVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VCSH | Vanguard Short-Term Corporate .. |
-0.03 (-0.03%) |
USD 33.77B |
| LMBS | First Trust Low Duration Oppor.. |
-0.03 (-0.06%) |
USD 4.08B |
| ISTB | iShares Core 1-5 Year USD Bond |
-0.05 (-0.11%) |
USD 4.06B |
| SLQD | iShares 0-5 Year Investment Gr.. |
-0.01 (-0.02%) |
USD 2.11B |
| SUSB | iShares ESG 1-5 Year USD Corpo.. |
-0.01 (-0.04%) |
USD 0.87B |
| USTB | VictoryShares USAA Core Short-.. |
+0.02 (+0.04%) |
USD 0.63B |
| LDSF | First Trust Low Duration Strat.. |
+0.01 (+0.05%) |
USD 0.15B |
| WINC | Western Asset Short Duration I.. |
+0.03 (+0.13%) |
USD 0.01B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| BAMB | 19.74 % | 0.00 % |
N/A |
N/A | |
| ITDA | Ishares Lifepath Target D.. | 6.12 % | 0.00 % |
-0.08 (-0.15%) |
USD 2.79M |
| IRTR | Ishares Lifepath Retireme.. | 5.66 % | 0.00 % |
-0.08 (-0.15%) |
USD 3.32M |
| ITDB | Ishares Lifepath Target D.. | 4.73 % | 0.00 % |
-0.07 (-0.15%) |
USD 7.36M |
| ITDC | Ishares Lifepath Target D.. | 3.55 % | 0.00 % |
-0.07 (-0.15%) |
USD 8.58M |
| ITDD | Ishares Lifepath Target D.. | 2.15 % | 0.00 % |
-0.05 (-0.15%) |
USD 6.36M |
| ITDE | Ishares Lifepath Target D.. | 0.69 % | 0.00 % |
-0.03 (-0.15%) |
USD 6.42M |
| ITDF | Ishares Lifepath Target D.. | 0.58 % | 0.00 % |
-0.04 (-0.15%) |
USD 5.88M |
| XIGS:CA | iShares 1-5 Year U.S. IG .. | 0.00 % | 0.00 % |
-0.03 (-0.15%) |
CAD 0.08B |
| XSHU:CA | iShares 1-5 Year U.S. IG .. | 0.00 % | 0.00 % |
N/A |
CAD 7.91M |
| Market Performance vs. Industry/Classification (Short-Term Bond) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -0.13% | 56% | F | 55% | F | ||
| Dividend Return | 1.60% | 56% | F | 52% | F | ||
| Total Return | 1.47% | 56% | F | 56% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 1.97% | 78% | C+ | 56% | F | ||
| Dividend Return | 3.06% | 33% | F | 47% | F | ||
| Total Return | 5.03% | 22% | F | 58% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -4.17% | 67% | D+ | 53% | F | ||
| Dividend Return | 9.20% | 33% | F | 37% | F | ||
| Total Return | 5.03% | 67% | D+ | 52% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -1.53% | 44% | F | 41% | F | ||
| Dividend Return | 0.41% | 44% | F | 41% | F | ||
| Total Return | 1.94% | 44% | F | 47% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 5.21% | 22% | F | 92% | A | ||
| Risk Adjusted Return | 7.91% | 33% | F | 47% | F | ||
| Market Capitalization | 20.41B | 89% | A- | 96% | N/A | ||
| 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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
