SUSL:NSD-iShares ESG MSCI USA Leaders ETF (USD)

ETF | Large Blend |

Last Closing

USD 99.54

Change

-0.48 (-0.48)%

Market Cap

USD 1.09B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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VONE Vanguard Russell 1000 Index Fu..

-0.61 (-0.24%)

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VTHR Vanguard Russell 3000 Index Fu..

-0.99 (-0.40%)

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USMC Principal U.S. Mega-Cap ETF

-0.22 (-0.39%)

USD 2.48B
FEX First Trust Large Cap Core Alp..

-0.37 (-0.36%)

USD 1.23B
PKW Invesco BuyBack Achievers ETF

+0.13 (+0.12%)

USD 1.15B
CATH Global X S&P 500® Catholic Va..

-0.15 (-0.22%)

USD 0.90B
KRMA Global X Conscious Companies E..

-0.22 (-0.57%)

USD 0.63B

ETFs Containing SUSL

N/A

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 17.97% 89% A- 79% B-
Dividend Return 0.57% 37% F 15% F
Total Return 18.54% 89% A- 78% C+
Trailing 12 Months  
Capital Gain 28.31% 100% F 77% C+
Dividend Return 1.38% 42% F 21% F
Total Return 29.69% 100% F 77% C+
Trailing 5 Years  
Capital Gain 92.68% 100% F 83% B
Dividend Return 8.15% 42% F 29% F
Total Return 100.84% 100% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.00% 89% A- 73% C
Dividend Return 16.40% 89% A- 73% C
Total Return 1.39% 53% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 19.05% 26% F 78% C+
Risk Adjusted Return 86.07% 74% C 93% A
Market Capitalization 1.09B 58% F 72% 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.