EVUS:BATS-iShares ESG Aware MSCI USA Value ETF (USD)

ETF | Others |

Last Closing

USD 29.0871

Change

+0.20 (+0.68)%

Market Cap

USD 8.55M

Volume

590.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that exhibit value characteristics as well as positive ESG characteristics. 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 fund is non-diversified.

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 13.23% 60% D- 62% D
Dividend Return 1.59% 29% F 31% F
Total Return 14.82% 65% D 66% D+
Trailing 12 Months  
Capital Gain 13.22% 59% D- 61% D-
Dividend Return 1.59% 30% F 31% F
Total Return 14.82% 63% D 65% D
Trailing 5 Years  
Capital Gain N/A 100% F 100% F
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A 100% F 100% F
Average Annual (5 Year Horizon)  
Capital Gain N/A 100% F 100% F
Dividend Return N/A 100% F 100% F
Total Return 0.38% 13% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) N/A N/A F 1% F
Risk Adjusted Return 57.26% 54% F 54% F
Market Capitalization 8.55M 28% F 25% 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:
Below median total returns

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

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.