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

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 22.42

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

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 -0.04% 100% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.04% 100% F 37% F
Trailing 12 Months  
Capital Gain 4.67% 100% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.67% 100% F 37% F
Trailing 5 Years  
Capital Gain -11.92% 80% B- 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.92% 80% B- 40% F
Average Annual (5 Year Horizon)  
Capital Gain -3.21% 100% F 20% F
Dividend Return -0.59% 100% F 20% F
Total Return 2.62% 58% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 6.32% 75% C 87% B+
Risk Adjusted Return -9.37% 100% F 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.

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:
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.