USXF:NSD-iShares® ESG Advanced MSCI USA ETF (USD)

ETF | Others |

Last Closing

USD 48.87

Change

-0.19 (-0.38)%

Market Cap

USD 1.14B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance ("ESG") ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% 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)

Compare
Relative Returns (From:    To: 2024-09-25 )

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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 22.73% 92% A 84% B
Dividend Return 0.83% 19% F 15% F
Total Return 23.55% 91% A- 83% B
Trailing 12 Months  
Capital Gain 42.02% 94% A 87% B+
Dividend Return 1.45% 29% F 20% F
Total Return 43.47% 94% A 86% B+
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 9.89% 85% B 66% D+
Dividend Return 10.72% 85% B 65% D
Total Return 0.83% 38% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 18.99% 28% F 78% C+
Risk Adjusted Return 56.45% 72% C 82% B
Market Capitalization 1.14B 90% A- 59% D-

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.