EAGG:NYE-iShares ESG U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 48.55

Change

0.00 (0.00)%

Market Cap

USD 3.56B

Volume

0.14M

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: 2024-09-08 )

ETFs Containing EAGG

EAOK 69.42 % 0.00 %

N/A

N/A
EAOM 59.34 % 0.00 %

N/A

N/A
EAOR 39.36 % 0.00 %

N/A

N/A
EAOA 19.56 % 0.00 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.70% 18% F 39% F
Dividend Return 2.55% 64% D 53% F
Total Return 4.25% 36% F 38% F
Trailing 12 Months  
Capital Gain 5.27% 18% F 39% F
Dividend Return 3.54% 55% F 51% F
Total Return 8.81% 36% F 38% F
Trailing 5 Years  
Capital Gain -9.89% 82% B 34% F
Dividend Return 8.66% 9% A- 30% F
Total Return -1.24% 27% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -3.94% 82% B 20% F
Dividend Return -2.17% 64% D 16% F
Total Return 1.77% 18% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 5.61% 100% F 89% A-
Risk Adjusted Return -38.63% 36% F 9% A-
Market Capitalization 3.56B 71% C- 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:
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 total returns

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