IBDW:NYE-iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (USD)

ETF | Others |

Last Closing

USD 20.88

Change

0.00 (0.00)%

Market Cap

USD 0.93B

Volume

0.14M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-08-03 )

ETFs Containing IBDW

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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 0.53% 28% F 37% F
Dividend Return 2.85% 69% C- 64% D
Total Return 3.38% 36% F 41% F
Trailing 12 Months  
Capital Gain 4.27% 42% F 47% F
Dividend Return 4.57% 72% C 64% D
Total Return 8.84% 50% F 50% 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 -5.01% 17% F 17% F
Dividend Return -2.90% 18% F 14% F
Total Return 2.11% 74% C 47% F
Risk Return Profile  
Volatility (Standard Deviation) 7.87% 58% F 82% B
Risk Adjusted Return -36.90% 18% F 10% F
Market Capitalization 0.93B 89% A- 56% F

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.

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.