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

ETF | Large Blend |

Last Closing

USD 112.08

Change

-0.29 (-0.26)%

Market Cap

USD 3.53B

Volume

0.04M

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: 2024-07-01 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+2.45 (+0.45%)

USD 524.51B
IVV iShares Core S&P 500 ETF

+2.42 (+0.44%)

USD 487.95B
VOO Vanguard S&P 500 ETF

+2.28 (+0.45%)

USD 470.28B
VTI Vanguard Total Stock Market In..

+1.11 (+0.41%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

+0.20 (+0.11%)

USD 79.96B
ITOT iShares Core S&P Total U.S. St..

+0.35 (+0.29%)

USD 56.96B
RSP Invesco S&P 500® Equal Weight..

+0.07 (+0.04%)

USD 53.98B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.43%)

USD 42.96B
IWB iShares Russell 1000 ETF

+1.12 (+0.37%)

USD 37.56B
SPLG SPDR® Portfolio S&P 500 ETF

+0.28 (+0.43%)

USD 36.98B

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 11.51% 47% F 80% B-
Dividend Return 0.58% 29% F 14% F
Total Return 12.09% 48% F 78% C+
Trailing 12 Months  
Capital Gain 19.44% 47% F 80% B-
Dividend Return 1.43% 43% F 20% F
Total Return 20.87% 49% F 78% C+
Trailing 5 Years  
Capital Gain 80.35% 68% D+ 85% B
Dividend Return 7.94% 57% F 27% F
Total Return 88.29% 67% D+ 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.