BLV:NYE-Vanguard Long-Term Bond Index Fund ETF Shares (USD)

ETF | Long-Term Bond |

Last Closing

USD 71.11

Change

+0.88 (+1.25)%

Market Cap

N/A

Volume

0.48M

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: 2024-11-04 )

Largest Industry Peers for Long-Term Bond

Symbol Name Price(Change) Market Cap
IGLB iShares 10+ Year Investment Gr..

+0.56 (+1.11%)

USD 2.76B
SPLB SPDR Barclays Long Term Corpor..

+0.26 (+1.15%)

USD 0.98B
ILTB iShares Core 10+ Year USD Bond..

+0.50 (+0.99%)

USD 0.61B
BAB Invesco Taxable Municipal Bond..

+0.19 (+0.72%)

N/A

ETFs Containing BLV

TDSB Cabana Target Drawdown 7 .. 9.79 % 0.00 %

+0.13 (+0%)

USD 0.09B
TDSA 0.00 % 0.00 %

N/A

N/A
CLSC 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Long-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.65% 40% F 26% F
Dividend Return -67.39% 25% F 8% B-
Total Return -72.04% 40% F 5% F
Trailing 12 Months  
Capital Gain 7.92% 60% D- 41% F
Dividend Return -75.49% 25% F 8% B-
Total Return -67.57% 40% F 5% F
Trailing 5 Years  
Capital Gain -29.19% 40% F 25% F
Dividend Return -35.02% 50% F 21% F
Total Return -64.21% 40% F 10% F
Average Annual (5 Year Horizon)  
Capital Gain -9.08% 14% F 7% C-
Dividend Return -5.26% 14% F 9% A-
Total Return 3.82% 86% B+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 10.70% 86% B+ 76% C+
Risk Adjusted Return -49.16% 14% F 5% F
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.