ducovest

SUSB:NSD-iShares ESG 1-5 Year USD Corporate Bond ETF (USD)

ETF | Short-Term Bond |

Last Closing

USD 24.77

Change

0.00 (0.00)%

Market Cap

USD 0.94B

Volume

0.61M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Finance L.P. and its affiliates with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Short-Term Bond

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LMBS First Trust Low Duration Oppor..

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ISTB iShares Core 1-5 Year USD Bond

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SLQD iShares 0-5 Year Investment Gr..

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USTB VictoryShares USAA Core Short-..

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LDSF First Trust Low Duration Strat..

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WINC Western Asset Short Duration I..

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ETFs Containing SUSB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.18% 78% C+ 51% F
Dividend Return 3.14% 22% F 57% F
Total Return 4.32% 67% D+ 53% F
Trailing 12 Months  
Capital Gain 3.29% 100% F 46% F
Dividend Return 3.75% 22% F 53% F
Total Return 7.05% 44% F 49% F
Trailing 5 Years  
Capital Gain -2.71% 78% C+ 48% F
Dividend Return 11.23% 11% F 39% F
Total Return 8.52% 44% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain -1.02% 78% C+ 36% F
Dividend Return 0.72% 44% F 36% F
Total Return 1.74% 22% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 4.46% 56% F 94% A
Risk Adjusted Return 16.07% 44% F 48% F
Market Capitalization 0.94B 44% F 70% 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:

There is nothing we particularly like

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 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.

Below median total returns

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

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.