ESMV:NSD-iShares ESG MSCI USA Min Vol Factor ETF (USD)

ETF | Others |

Last Closing

USD 28.69

Change

-0.03 (-0.10)%

Market Cap

USD 0.01B

Volume

4.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is designed to measure the performance of large- and mid-capitalization U.S. equity securities that reflect the performance of a minimum volatility strategy and, relative to the MSCI USA Index, have higher favorable ESG characteristics and lower carbon exposure. 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. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-20 )

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ETFs Containing ESMV

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 14.67% 80% B- 73% C
Dividend Return 0.82% 31% F 23% F
Total Return 15.49% 81% B- 73% C
Trailing 12 Months  
Capital Gain 22.92% 72% C 70% C-
Dividend Return 1.94% 34% F 32% F
Total Return 24.86% 73% C 70% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.41% 69% C- 52% F
Dividend Return 4.34% 69% C- 52% F
Total Return 0.93% 47% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 7.88% 62% D 90% A-
Risk Adjusted Return 55.05% 71% C- 81% B-
Market Capitalization 0.01B 28% F 13% 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:

There is nothing we particularly like

What to not like:
Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.