IUSG:NSD-iShares Core S&P U.S. Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 138.1

Change

-0.88 (-0.63)%

Market Cap

N/A

Volume

0.53M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-14 )

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FV First Trust Dorsey Wright Focu..

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QQEW First Trust NASDAQ-100 Equal W..

-1.02 (-0.78%)

USD 1.92B
QQQE Direxion NASDAQ-100 Equal Weig..

-0.73 (-0.78%)

USD 1.41B
FTC First Trust Large Cap Growth A..

-1.45 (-1.01%)

USD 1.10B
LRGE ClearBridge Large Cap Growth E..

-0.50 (-0.65%)

USD 0.39B
BKCH Global X Blockchain ETF

-2.64 (-4.07%)

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QQXT First Trust NASDAQ-100 Ex-Tech..

-0.81 (-0.83%)

USD 0.12B

ETFs Containing IUSG

FDGR 10.20 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 32.66% 92% A 83% B
Dividend Return 0.54% 58% F 9% A-
Total Return 33.20% 92% A 83% B
Trailing 12 Months  
Capital Gain 38.74% 77% C+ 78% C+
Dividend Return 0.89% 79% B- 11% F
Total Return 39.63% 79% B- 77% C+
Trailing 5 Years  
Capital Gain 111.19% 77% C+ 85% B
Dividend Return 6.90% 77% C+ 20% F
Total Return 118.09% 79% B- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 13.74% 43% F 67% D+
Dividend Return 14.59% 57% F 66% D+
Total Return 0.85% 79% B- 22% F
Risk Return Profile  
Volatility (Standard Deviation) 23.87% 57% F 71% C-
Risk Adjusted Return 61.10% 50% F 84% 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:
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:
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.