IYLD:BATS-iShares Morningstar Multi-Asset Income ETF (USD)

ETF | Others |

Last Closing

USD 20.459

Change

+0.03 (+0.14)%

Market Cap

USD 0.12B

Volume

0.01M

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: 2024-09-12 )

Largest Industry Peers for Others

ETFs Containing IYLD

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 1.68% 21% F 22% F
Dividend Return 3.21% 72% C 74% C
Total Return 4.89% 23% F 25% F
Trailing 12 Months  
Capital Gain 5.79% 24% F 25% F
Dividend Return 6.00% 88% B+ 89% A-
Total Return 11.78% 33% F 34% F
Trailing 5 Years  
Capital Gain -17.80% 7% C- 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.80% 7% C- 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -3.77% 9% A- 9% A-
Dividend Return -0.28% 12% F 13% F
Total Return 3.49% 90% A- 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 10.86% 40% F 46% F
Risk Adjusted Return -2.59% 13% F 13% F
Market Capitalization 0.12B 68% D+ 57% 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:
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.

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.

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.