IBMR:BATS-iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (USD)

ETF | Others |

Last Closing

USD 24.86

Change

+0.03 (+0.12)%

Market Cap

USD 0.09B

Volume

0.03M

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: 2024-06-27 )

Largest Industry Peers for Others

ETFs Containing IBMR

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 -2.89% 6% D- 8% B-
Dividend Return 1.04% 37% F 38% F
Total Return -1.85% 5% F 7% C-
Trailing 12 Months  
Capital Gain 0.26% 10% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.26% 6% D- 7% C-
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 0.03% 27% F 27% F
Dividend Return 0.03% 17% F 17% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 0.18% 99% N/A 99% N/A
Risk Adjusted Return 19.24% 27% F 28% F
Market Capitalization 0.09B 64% D 54% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.