ELQD:NYE-iShares ESG Advanced Investment Grade Corporate Bond ETF (USD)

ETF | Others |

Last Closing

USD 85.3184

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

12.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is designed to apply climate-based and values-based screens to the Markit iBoxx USD Liquid Investment Grade Index (the "parent index"), and also is designed to select issuers with average or above ESG ratings relative to their sector peers, as identified by MSCI ESG Research. The fund will invest at least 80% of its assets in the component securities of the underlying index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-22 )

ETFs Containing ELQD

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 2.55% 30% F 34% F
Dividend Return 2.71% 60% D- 54% F
Total Return 5.26% 29% F 34% F
Trailing 12 Months  
Capital Gain 9.40% 38% F 40% F
Dividend Return 3.58% 57% F 51% F
Total Return 12.98% 37% F 39% F
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 -2.46% 24% F 25% F
Dividend Return -0.66% 26% F 21% F
Total Return 1.80% 66% D+ 41% F
Risk Return Profile  
Volatility (Standard Deviation) 5.96% 71% C- 88% B+
Risk Adjusted Return -11.06% 25% F 18% F
Market Capitalization 0.01B 24% F 8% B-

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:
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.

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.