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

ETF | Large Growth |

Last Closing

USD 135.31

Change

-2.79 (-2.02)%

Market Cap

N/A

Volume

0.40M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
QQQ Invesco QQQ Trust

-12.12 (-2.38%)

USD 300.53B
VONG Vanguard Russell 1000 Growth I..

-2.14 (-2.10%)

USD 22.76B
ONEQ Fidelity® Nasdaq Composite In..

-1.69 (-2.24%)

USD 7.05B
FV First Trust Dorsey Wright Focu..

-1.37 (-2.27%)

USD 3.71B
QQEW First Trust NASDAQ-100 Equal W..

-3.19 (-2.47%)

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

-2.20 (-2.36%)

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

-0.56 (-0.39%)

USD 1.10B
LRGE ClearBridge Large Cap Growth E..

-1.39 (-1.80%)

USD 0.39B
BKCH Global X Blockchain ETF

+1.88 (+3.02%)

USD 0.23B
QQXT First Trust NASDAQ-100 Ex-Tech..

-1.84 (-1.91%)

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 29.98% 92% A 82% B
Dividend Return 0.54% 58% F 9% A-
Total Return 30.52% 92% A 82% B
Trailing 12 Months  
Capital Gain 35.84% 77% C+ 78% C+
Dividend Return 0.89% 79% B- 12% F
Total Return 36.73% 79% B- 77% C+
Trailing 5 Years  
Capital Gain 106.93% 77% C+ 85% B
Dividend Return 6.90% 77% C+ 20% F
Total Return 113.83% 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.