AGG:NYE-iShares Core U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 98.54

Change

+0.11 (+0.11)%

Market Cap

N/A

Volume

5.42M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
SCHZ Schwab U.S. Aggregate Bond ETF

+0.02 (+0.09%)

USD 8.38B
SPAB SPDR® Portfolio Aggregate Bon..

+0.02 (+0.08%)

USD 8.29B
EAGG iShares ESG U.S. Aggregate Bon..

+0.04 (+0.08%)

USD 3.69B
AGGY WisdomTree Yield Enhanced U.S...

+0.06 (+0.13%)

USD 0.93B
CMBS iShares CMBS ETF

-0.28 (-0.59%)

USD 0.46B
NUBD Nuveen ESG U.S. Aggregate Bond..

+0.01 (+0.05%)

USD 0.40B
BNDC FlexShares Core Select Bond Fu..

+0.02 (+0.09%)

USD 0.17B
BIV Vanguard Intermediate-Term Bon..

+0.06 (+0.08%)

N/A
GBF iShares Government/Credit Bond..

+0.15 (+0.14%)

N/A
NUAG NuShares Enhanced Yield US Agg..

+0.01 (+0.05%)

N/A

ETFs Containing AGG

XAGH:CA iShares U.S. Aggregate Bo.. 99.90 % 0.00 %

+0.02 (+0%)

CAD 0.09B
XAGG:CA iShares U.S. Aggregate Bo.. 99.90 % 0.00 %

+0.07 (+0%)

CAD 0.02B
AGIH iShares U.S. ETF Trust - .. 96.47 % 0.00 %

+0.03 (+0%)

USD 2.48M
AGRH iShares U.S. ETF Trust - .. 95.12 % 0.00 %

N/A

USD 5.19M
AGGH Simplify Exchange Traded .. 80.68 % 0.00 %

N/A

USD 0.25B
BNDI SHP ETF Trust - NEOS Enha.. 49.60 % 0.00 %

+0.05 (+0%)

USD 0.05B
RSBY 49.04 % 0.00 %

N/A

N/A
FIVR 11.60 % 0.00 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 11.44 % 0.95 %

-0.05 (0%)

USD 0.79B
MOOD Relative Sentiment Tactic.. 8.47 % 0.00 %

-0.02 (0%)

USD 0.02B
PACF:CA Purpose Active Conservati.. 6.47 % 0.00 %

+0.01 (+0%)

N/A
PABF:CA Purpose Active Balanced F.. 5.48 % 0.00 %

-0.02 (0%)

N/A
APCB Trust For Professional Ma.. 3.67 % 0.00 %

+0.03 (+0%)

USD 0.74B
TBND 0.00 % 0.00 %

N/A

N/A
SAGG 0.00 % 0.45 %

N/A

N/A
EXGB:CA 0.00 % 0.95 %

N/A

N/A
EXGG:CA 0.00 % 0.95 %

N/A

N/A
QUB:CA Mackenzie U.S. Aggregate .. 0.00 % 0.00 %

-0.36 (0%)

CAD 0.04B
OVB Overlay Shares Core Bond .. 0.00 % 0.00 %

+0.02 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.72% 73% C 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.72% 73% C 39% F
Trailing 12 Months  
Capital Gain 6.75% 64% D 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.75% 73% C 40% F
Trailing 5 Years  
Capital Gain -12.91% 73% C 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.91% 73% C 40% F
Average Annual (5 Year Horizon)  
Capital Gain -3.97% 73% C 17% F
Dividend Return -2.09% 64% D 14% F
Total Return 1.88% 27% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 5.94% 82% B 89% A-
Risk Adjusted Return -35.18% 55% F 8% B-
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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.