AOA:NYE-iShares Core Aggressive Allocation ETF (USD)

ETF | Allocation--70% to 85% Equity |

Last Closing

USD 78.93

Change

0.00 (0.00)%

Market Cap

USD 2.08B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Allocation--70% to 85% Equity

ETFs Containing AOA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--70% to 85% Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.31% 100% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.31% 100% F 68% D+
Trailing 12 Months  
Capital Gain 24.32% 100% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.32% 100% F 67% D+
Trailing 5 Years  
Capital Gain 43.72% 100% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.72% 100% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.53% N/A N/A 63% D
Dividend Return 9.18% N/A N/A 60% D-
Total Return 1.65% N/A N/A 38% F
Risk Return Profile  
Volatility (Standard Deviation) 15.32% N/A N/A 63% D
Risk Adjusted Return 59.89% N/A N/A 76% C+
Market Capitalization 2.08B 100% F 67% 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:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.