IS3J:F:F-iShares IV Public Limited Company - iShares $ Short Duration Corporate Bond UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 89.692

Change

0.00 (0.00)%

Market Cap

N/A

Volume

N/A

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: 2024-08-27 )

Largest Industry Peers for Others

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ZPDJ:F SPDR® MSCI Japan UCITS ETF

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SXRZ:F iShares VII PLC - iShares Nikk..

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VUAA:F Vanguard S&P 500 UCITS Acc

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USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

N/A

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XDNY:F Xtrackers MSCI Japan ESG Scree..

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XJSE:F Xtrackers II - Japan Governmen..

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0ZC:F Zscaler Inc

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ETFs Containing IS3J:F

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 1.02% 34% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.02% 31% F 44% F
Trailing 12 Months  
Capital Gain 1.02% 28% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.02% 25% F 42% F
Trailing 5 Years  
Capital Gain -3.51% 28% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.51% 28% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -0.34% 37% F 45% F
Dividend Return -0.34% 34% F 40% F
Total Return N/A 88% B+ 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.30% 86% B+ 96% N/A
Risk Adjusted Return -6.40% 34% F 38% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.