ducovest

BYLD:NYE-iShares Yield Optimized Bond ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 22.65

Change

0.00 (0.00)%

Market Cap

USD 0.24B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 80% of its assets in the component securities of the underlying index and to-be-announced transactions ("TBAs") that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. The underlying index is a broadly diversified fixed-income index that seeks to deliver current income while maintaining long-term capital appreciation.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

Largest Industry Peers for Intermediate Core-Plus Bond

Symbol Name Price(Change) Market Cap
BOND PIMCO Active Bond Exchange-Tra..

N/A

 USD 4.98B
HTRB Hartford Total Return Bond ETF

N/A

 USD 1.88B
GTO Invesco Total Return Bond ETF

N/A

 USD 1.74B
VBND Vident Core U.S. Bond Strategy..

N/A

 USD 0.45B
IMTB iShares Core 5-10 Year USD Bon..

N/A

 USD 0.24B
FFIU Fieldstone UVA Unconstrained M..

N/A

 USD 0.05B
RFCI RiverFront Dynamic Core Income..

N/A

 USD 0.02B
FBND Fidelity® Total Bond ETF

N/A

 N/A
TOTL SPDR® DoubleLine Total Return..

N/A

 N/A

ETFs Containing BYLD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core-Plus Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.99% 90% A- 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.99% 90% A- 38% F
Trailing 12 Months  
Capital Gain 7.86% 20% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.86% 30% F 38% F
Trailing 5 Years  
Capital Gain -11.35% 80% B- 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.35% 80% B- 39% F
Average Annual (5 Year Horizon)  
Capital Gain -3.26% 100% F 21% F
Dividend Return -0.63% 100% F 19% F
Total Return 2.64% 60% D- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 6.28% 70% C- 88% B+
Risk Adjusted Return -10.01% 90% A- 17% F
Market Capitalization 0.24B 50% F 38% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.