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

ETF | Large Growth |

Last Closing

USD 135.81

Change

+0.50 (+0.37)%

Market Cap

N/A

Volume

0.29M

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: 2024-11-18 )

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QQEW First Trust NASDAQ-100 Equal W..

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QQQE Direxion NASDAQ-100 Equal Weig..

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FTC First Trust Large Cap Growth A..

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LRGE ClearBridge Large Cap Growth E..

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BKCH Global X Blockchain ETF

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MILN Global X Millennials Consumer ..

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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 30.46% 92% A 82% B
Dividend Return 0.54% 58% F 9% A-
Total Return 31.00% 92% A 82% B
Trailing 12 Months  
Capital Gain 35.19% 77% C+ 77% C+
Dividend Return 0.88% 79% B- 11% F
Total Return 36.07% 79% B- 77% C+
Trailing 5 Years  
Capital Gain 107.69% 77% C+ 85% B
Dividend Return 6.90% 77% C+ 20% F
Total Return 114.59% 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- 25% F
Risk Return Profile  
Volatility (Standard Deviation) 23.93% 57% F 71% C-
Risk Adjusted Return 60.96% 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.