IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 200.74

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.32M

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: 2024-10-19 )

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.44% 34% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.44% 34% F 68% D+
Trailing 12 Months  
Capital Gain 33.42% 79% B- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.42% 79% B- 72% C
Trailing 5 Years  
Capital Gain 65.75% 81% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.75% 81% B- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.58% 73% C 72% C
Dividend Return 14.36% 69% C- 72% C
Total Return 1.78% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.88% 71% C- 66% D+
Risk Adjusted Return 96.51% 92% A 96% N/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.

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.