EAOA:BATS-iShares ESG Aware Aggressive Allocation ETF (USD)

ETF | Others |

Last Closing

USD 36.277

Change

+0.22 (+0.61)%

Market Cap

USD 0.03B

Volume

2.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is a fund of funds and seeks to achieve its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes each of which takes into account ESG characteristics. The underlying index is composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent an aggressive risk profile.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

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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 13.14% 59% D- 61% D-
Dividend Return 1.51% 28% F 29% F
Total Return 14.65% 64% D 65% D
Trailing 12 Months  
Capital Gain 13.26% 60% D- 61% D-
Dividend Return 1.51% 29% F 31% F
Total Return 14.78% 63% D 64% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 4.54% 48% F 46% F
Dividend Return 6.14% 55% F 52% F
Total Return 1.60% 61% D- 58% F
Risk Return Profile  
Volatility (Standard Deviation) 13.57% 30% F 36% F
Risk Adjusted Return 45.25% 39% F 40% F
Market Capitalization 0.03B 46% F 41% F

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.