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

ETF | Intermediate Core Bond |

Last Closing

USD 97.59

Change

-0.77 (-0.78)%

Market Cap

N/A

Volume

9.16M

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: 2024-11-06 )

Largest Industry Peers for Intermediate Core Bond

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

-0.18 (-0.78%)

USD 8.38B
SPAB SPDR® Portfolio Aggregate Bon..

-0.20 (-0.79%)

USD 8.21B
EAGG iShares ESG U.S. Aggregate Bon..

-0.39 (-0.83%)

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

-0.37 (-0.85%)

USD 0.93B
CMBS iShares CMBS ETF

-0.05 (-0.11%)

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

-0.16 (-0.73%)

USD 0.40B
BNDC FlexShares Core Select Bond Fu..

-0.18 (-0.81%)

USD 0.17B
BIV Vanguard Intermediate-Term Bon..

-0.59 (-0.78%)

N/A
GBF iShares Government/Credit Bond..

-0.76 (-0.73%)

N/A
NUAG NuShares Enhanced Yield US Agg..

-0.13 (-0.60%)

N/A

ETFs Containing AGG

AGIH iShares U.S. ETF Trust - .. 95.74 % 0.00 %

-0.03 (0%)

USD 2.46M
AGRH iShares U.S. ETF Trust - .. 92.73 % 0.00 %

+0.03 (+0%)

USD 5.18M
BNDI SHP ETF Trust - NEOS Enha.. 49.83 % 0.00 %

-0.27 (0%)

USD 0.05B
RSBY 49.04 % 0.00 %

N/A

N/A
AGGH Simplify Exchange Traded .. 37.36 % 0.00 %

-0.04 (0%)

USD 0.25B
FIVR 11.60 % 0.00 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 11.56 % 0.95 %

+0.13 (+0%)

USD 0.79B
MOOD Relative Sentiment Tactic.. 8.48 % 0.00 %

+0.37 (+0%)

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

+0.06 (+0%)

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

+0.04 (+0%)

N/A
APCB Trust For Professional Ma.. 3.66 % 0.00 %

-0.18 (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 %

-0.34 (0%)

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

-0.03 (0%)

N/A
XAGH:CA iShares U.S. Aggregate Bo.. 0.00 % 0.00 %

-0.20 (0%)

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

-0.04 (0%)

CAD 0.02B

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 -1.67% 55% F 29% F
Dividend Return -35.78% 33% F 21% F
Total Return -37.45% 36% F 14% F
Trailing 12 Months  
Capital Gain 3.24% 55% F 29% F
Dividend Return -37.27% 33% F 22% F
Total Return -34.04% 36% F 12% F
Trailing 5 Years  
Capital Gain -12.72% 73% C 37% F
Dividend Return -24.72% 33% F 34% F
Total Return -37.44% 36% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -3.96% 69% C- 17% F
Dividend Return -2.12% 54% F 14% F
Total Return 1.85% 31% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 5.99% 77% C+ 88% B+
Risk Adjusted Return -35.32% 46% 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:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.