IBDV:NYE-iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (USD)

ETF | Others |

Last Closing

USD 21.26

Change

0.00 (0.00)%

Market Cap

USD 1.02B

Volume

0.20M

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: 2024-06-30 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

+0.14 (+0.36%)

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ETFs Containing IBDV

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 -1.76% 20% F 33% F
Dividend Return 1.90% 59% D- 52% F
Total Return 0.15% 22% F 33% F
Trailing 12 Months  
Capital Gain 0.28% 27% F 36% F
Dividend Return 3.71% 62% D 54% F
Total Return 3.99% 29% F 36% 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 -4.59% 18% F 19% F
Dividend Return -2.90% 17% F 15% F
Total Return 1.69% 67% D+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 6.19% 64% D 86% B+
Risk Adjusted Return -46.88% 13% F 8% B-
Market Capitalization 1.02B 91% A- 55% 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.