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

ETF | Large Blend |

Last Closing

USD 113.82

Change

+0.45 (+0.40)%

Market Cap

USD 3.53B

Volume

0.05M

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: 2024-07-05 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+2.71 (+0.97%)

USD 435.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.60 (+0.90%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

+0.63 (+0.94%)

USD 46.00B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.05 (+0.94%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.49 (+1.00%)

USD 12.01B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.62 (+0.89%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

+0.43 (+0.76%)

USD 5.08B
SCHK Schwab 1000 ETF

+0.53 (+0.97%)

USD 3.80B
DIVO Amplify CWP Enhanced Dividend ..

+0.12 (+0.29%)

USD 3.59B

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 13.24% 49% F 81% B-
Dividend Return 0.58% 30% F 14% F
Total Return 13.82% 50% F 79% B-
Trailing 12 Months  
Capital Gain 22.69% 51% F 80% B-
Dividend Return 1.45% 45% F 21% F
Total Return 24.14% 51% F 79% B-
Trailing 5 Years  
Capital Gain 83.73% 69% C- 85% B
Dividend Return 7.96% 57% F 28% F
Total Return 91.69% 69% C- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 13.79% 74% C 77% C+
Dividend Return 15.05% 72% C 76% C+
Total Return 1.26% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.35% 26% F 52% F
Risk Adjusted Return 73.95% 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.