IGV:BATS-iShares Expanded Tech-Software Sector ETF (USD)

ETF | Technology |

Last Closing

USD 104.1

Change

+1.18 (+1.15)%

Market Cap

N/A

Volume

1.58M

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: 2024-12-24 )

Largest Industry Peers for Technology

Symbol Name Price(Change) Market Cap
OGIG O'Shares Global Internet Giant..

+0.46 (+0.97%)

USD 0.13B
ARKQ ARK Autonomous Technology & Ro..

+2.50 (+3.17%)

N/A

ETFs Containing IGV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.32% 33% F 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.32% 33% F 92% A
Trailing 12 Months  
Capital Gain 27.33% 33% F 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.33% 33% F 91% A-
Trailing 5 Years  
Capital Gain 121.61% 100% F 96% N/A
Dividend Return 1.25% 50% F 1% F
Total Return 122.87% 100% F 95% A
Average Annual (5 Year Horizon)  
Capital Gain 13.23% 67% D+ 85% B
Dividend Return 13.24% 67% D+ 84% B
Total Return 0.01% 50% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 33.44% 100% F 7% C-
Risk Adjusted Return 39.59% 100% F 34% F
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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Below median total returns

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