IWTR:NSD-iShares Trust - iShares MSCI Water Management Multisector ETF (USD)

ETF | Others |

Last Closing

USD 31.458

Change

-0.08 (-0.25)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Others

ETFs Containing IWTR

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 9.00% 72% C 68% D+
Dividend Return 0.90% 37% F 30% F
Total Return 9.90% 72% C 67% D+
Trailing 12 Months  
Capital Gain 8.08% 67% D+ 66% D+
Dividend Return 4.32% 73% C 68% D+
Total Return 12.40% 70% C- 68% D+
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 3.39% 69% C- 55% F
Dividend Return 3.72% 68% D+ 52% F
Total Return 0.33% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 4.92% 77% C+ 93% A
Risk Adjusted Return 75.60% 86% B+ 90% A-
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.