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

ETF | Large Blend |

Last Closing

USD 112.37

Change

-0.26 (-0.23)%

Market Cap

USD 3.53B

Volume

0.06M

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: 2024-06-28 )

Largest Industry Peers for Large Blend

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 11.80% 49% F 80% B-
Dividend Return 0.58% 30% F 14% F
Total Return 12.38% 50% F 78% C+
Trailing 12 Months  
Capital Gain 20.00% 49% F 80% B-
Dividend Return 1.43% 43% F 20% F
Total Return 21.44% 50% F 78% C+
Trailing 5 Years  
Capital Gain 84.41% 68% D+ 84% B
Dividend Return 8.10% 57% F 30% F
Total Return 92.51% 69% C- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.74% 77% C+ 78% C+
Dividend Return 14.99% 74% C 77% C+
Total Return 1.25% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.35% 26% F 51% F
Risk Adjusted Return 73.67% 46% F 90% A-
Market Capitalization 3.53B 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:

There is nothing we particularly like

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.