IMCG:NYE-iShares Morningstar Mid-Cap Growth ETF (USD)

ETF | Others |

Last Closing

USD 72.75

Change

+0.17 (+0.23)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.07 (+0.32%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.07 (-0.12%)

USD 35.41B
DFAC Dimensional U.S. Core Equity 2..

+0.08 (+0.23%)

USD 30.37B
DTB DTE Energy Company 2020 Series

+0.05 (+0.23%)

USD 26.58B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 25.69B
JPST JPMorgan Ultra-Short Income ET..

+0.03 (+0.06%)

USD 25.59B
GBTC Grayscale Bitcoin Trust (BTC)

+0.82 (+1.63%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+0.03 (+0.03%)

USD 13.04B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.23B
DFUV Dimensional US Marketwide Valu..

+0.06 (+0.14%)

USD 11.10B

ETFs Containing IMCG

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 12.88% 64% D 64% D
Dividend Return 0.37% 8% B- 6% D-
Total Return 13.25% 60% D- 58% F
Trailing 12 Months  
Capital Gain 28.94% 77% C+ 74% C
Dividend Return 0.75% 12% F 9% A-
Total Return 29.69% 75% 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 -1.28% 29% F 30% F
Dividend Return -0.74% 25% F 21% F
Total Return 0.54% 30% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 16.01% 22% F 61% D-
Risk Adjusted Return -4.60% 28% F 22% F
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:

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.

Below median total returns

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

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.