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

ETF | Large Blend |

Last Closing

USD 114.77

Change

+1.73 (+1.53)%

Market Cap

USD 3.58B

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: 2024-07-31 )

Largest Industry Peers for Large Blend

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 14.19% 43% F 76% C+
Dividend Return 0.58% 31% F 13% F
Total Return 14.77% 46% F 74% C
Trailing 12 Months  
Capital Gain 20.30% 46% F 79% B-
Dividend Return 1.41% 44% F 20% F
Total Return 21.71% 49% F 77% C+
Trailing 5 Years  
Capital Gain 88.80% 78% C+ 84% B
Dividend Return 8.12% 56% F 29% F
Total Return 96.91% 76% C+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.91% 72% C 77% C+
Dividend Return 15.18% 72% C 76% C+
Total Return 1.27% 46% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.36% 26% F 51% F
Risk Adjusted Return 74.56% 43% F 89% A-
Market Capitalization 3.58B 82% B 74% 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:
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.

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.