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

ETF | Large Blend |

Last Closing

USD 111.24

Change

0.00 (0.00)%

Market Cap

USD 3.45B

Volume

0.03M

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 )

Largest Industry Peers for Large Blend

ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

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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 10.68% 43% F 77% C+
Dividend Return 0.58% 31% F 14% F
Total Return 11.26% 43% F 73% C
Trailing 12 Months  
Capital Gain 17.69% 47% F 80% B-
Dividend Return 1.42% 44% F 21% F
Total Return 19.11% 47% F 77% C+
Trailing 5 Years  
Capital Gain 88.78% 83% B 85% B
Dividend Return 8.37% 56% F 27% F
Total Return 97.16% 79% B- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.92% 69% C- 77% C+
Dividend Return 15.20% 68% D+ 76% C+
Total Return 1.28% 46% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.36% 25% F 51% F
Risk Adjusted Return 74.62% 42% F 89% A-
Market Capitalization 3.45B 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.