SUSL:NSD-iShares ESG MSCI USA Leaders ETF (USD)

ETF | Large Blend |

Last Closing

USD 101.59

Change

+0.61 (+0.60)%

Market Cap

USD 1.11B

Volume

9.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

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CFA VictoryShares US 500 Volatilit..

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CFO VictoryShares US 500 Enhanced ..

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VSDA VictoryShares Dividend Acceler..

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ETFs Containing SUSL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.40% 92% A 79% B-
Dividend Return 0.95% 38% F 22% F
Total Return 21.35% 92% A 78% C+
Trailing 12 Months  
Capital Gain 34.66% 100% F 78% C+
Dividend Return 1.42% 31% F 21% F
Total Return 36.09% 100% F 78% C+
Trailing 5 Years  
Capital Gain 98.11% 100% F 83% B
Dividend Return 8.84% 38% F 32% F
Total Return 106.94% 92% A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.08% 89% A- 73% C
Dividend Return 16.48% 89% A- 73% C
Total Return 1.40% 53% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 19.07% 26% F 78% C+
Risk Adjusted Return 86.39% 74% C 94% A
Market Capitalization 1.11B 69% C- 72% C

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.