ducovest

IGBH:NYE-iShares Interest Rate Hedged Long-Term Corporate Bond ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 24.382

Change

-0.09 (-0.37)%

Market Cap

USD 0.09B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying fund.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.01 (-0.03%)

 USD 9.43B
QLTA iShares Aaa - A Rated Corporat..

-0.13 (-0.27%)

 USD 1.68B
CORP PIMCO Investment Grade Corpora..

-0.14 (-0.15%)

 USD 1.24B
GIGB Goldman Sachs Access Investmen..

-0.12 (-0.26%)

 USD 0.85B
LQDH iShares Interest Rate Hedged C..

-0.27 (-0.29%)

 USD 0.45B
KORP American Century Diversified C..

-0.02 (-0.04%)

 USD 0.34B
IBD Northern Lights Fund Trust IV ..

-0.03 (-0.13%)

 USD 0.33B
IG Principal Exchange-Traded Fund..

+0.01 (+0.04%)

 USD 0.09B
LQD iShares iBoxx $ Investment Gra..

-0.41 (-0.38%)

 N/A
FCOR Fidelity® Corporate Bond ETF

-0.10 (-0.20%)

 N/A

ETFs Containing IGBH

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.88% 93% A 32% F
Dividend Return 6.00% 93% A 80% B-
Total Return 6.88% 93% A 39% F
Trailing 12 Months  
Capital Gain 1.63% 14% F 23% F
Dividend Return 7.39% 93% A 80% B-
Total Return 9.01% 64% D 31% F
Trailing 5 Years  
Capital Gain -0.28% 100% F 44% F
Dividend Return 22.51% 92% A 69% C-
Total Return 22.23% 100% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 1.51% 93% A 40% F
Dividend Return 5.21% 100% F 46% F
Total Return 3.71% 100% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 8.30% 36% F 83% B
Risk Adjusted Return 62.75% 93% A 78% C+
Market Capitalization 0.09B 22% F 27% 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

What to not like:
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.

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.