SUSA:NYE-iShares MSCI USA ESG Select (USD)

ETF | Large Blend |

Last Closing

USD 120.04

Change

+1.41 (+1.19)%

Market Cap

USD 3.66B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Blend

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -40.28% 14% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -40.28% 14% F 14% F
Trailing 12 Months  
Capital Gain -33.83% 21% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -33.83% 21% F 13% F
Trailing 5 Years  
Capital Gain -6.34% 18% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.34% 18% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 12.70% 46% F 72% C
Dividend Return 14.00% 47% F 71% C-
Total Return 1.30% 57% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.68% 22% F 49% F
Risk Adjusted Return 64.57% 28% F 80% B-
Market Capitalization 3.66B 82% B 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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.