IWTR:NSD-iShares Trust - iShares MSCI Water Management Multisector ETF (USD)

ETF | Others |

Last Closing

USD 31.72

Change

+0.18 (+0.57)%

Market Cap

N/A

Volume

200.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

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ETFs Containing IWTR

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 9.91% 65% D 68% D+
Dividend Return 0.90% 38% F 24% F
Total Return 10.81% 66% D+ 67% D+
Trailing 12 Months  
Capital Gain 19.07% 64% D 67% D+
Dividend Return 4.72% 77% C+ 67% D+
Total Return 23.78% 70% C- 69% 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 3.85% 70% C- 54% F
Dividend Return 4.45% 69% C- 53% F
Total Return 0.60% 31% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 5.50% 76% C+ 92% A
Risk Adjusted Return 81.00% 87% B+ 92% A
Market Capitalization N/A N/A N/A N/A N/A

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Below median total returns

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