IMCG:NYE-iShares Morningstar Mid-Cap Growth ETF (USD)

ETF | Others |

Last Closing

USD 68.73

Change

+0.77 (+1.13)%

Market Cap

N/A

Volume

0.14M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-07-11 )

Largest Industry Peers for Others

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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GBTC Grayscale Bitcoin Trust (BTC)

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AVUV Avantis® U.S. Small Cap Value..

-4.03 (-4.20%)

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JAAA Janus Detroit Street Trust - J..

-0.11 (-0.22%)

USD 11.46B
DFUV Dimensional US Marketwide Valu..

-1.06 (-2.62%)

USD 10.78B

ETFs Containing IMCG

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 6.64% 55% F 60% D-
Dividend Return 0.37% 10% F 8% B-
Total Return 7.01% 52% F 54% F
Trailing 12 Months  
Capital Gain 9.86% 61% D- 64% D
Dividend Return 0.91% 15% F 11% F
Total Return 10.77% 58% F 57% 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 -1.75% 31% F 30% F
Dividend Return -1.23% 27% F 21% F
Total Return 0.52% 30% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 15.03% 24% F 64% D
Risk Adjusted Return -8.15% 33% F 23% F
Market Capitalization N/A N/A N/A N/A N/A

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.

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.

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.