USXF:NSD-iShares® ESG Advanced MSCI USA ETF (USD)

ETF | Others |

Last Closing

USD 50.35

Change

+0.71 (+1.43)%

Market Cap

USD 1.21B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance ("ESG") ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-05 )

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N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.44% 90% A- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.44% 90% A- 70% C-
Trailing 12 Months  
Capital Gain 41.16% 88% B+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.16% 88% B+ 69% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 11.11% 85% B 64% D
Dividend Return 11.95% 85% B 63% D
Total Return 0.84% 47% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 19.70% 29% F 78% C+
Risk Adjusted Return 60.63% 75% C 84% B
Market Capitalization 1.21B 94% A 74% C

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.