IS3K:XETRA:XETRA-iShares $ Short Duration High Yield Corp Bond UCITS ETF USD (Dist) (EUR)

ETF | Others |

Last Closing

USD 84.106

Change

0.00 (0.00)%

Market Cap

USD 0.81B

Volume

798.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

ETFs Containing IS3K:XETRA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.78% 49% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.78% 47% F 50% F
Trailing 12 Months  
Capital Gain 6.06% 29% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.06% 26% F 32% F
Trailing 5 Years  
Capital Gain 0.03% 29% F 36% F
Dividend Return 15.00% 81% B- 68% D+
Total Return 15.03% 38% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 0.52% 28% F 30% F
Dividend Return 0.79% 28% F 30% F
Total Return 0.27% 38% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 4.88% 88% B+ 90% A-
Risk Adjusted Return 16.18% 30% F 33% F
Market Capitalization 0.81B 74% C 65% D

Annual Financials (EUR)

Quarterly Financials (EUR)

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 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.