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

ETF | Large Growth |

Last Closing

USD 144.19

Change

+1.78 (+1.25)%

Market Cap

N/A

Volume

0.31M

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 )

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ENTR ERShares Entrepreneurs ETF

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ETFs Containing IUSG

FDGR Foundations Dynamic Growt.. 10.20 % 0.00 %

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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 38.51% 100% F 83% B
Dividend Return 0.54% 58% F 8% B-
Total Return 39.05% 100% F 83% B
Trailing 12 Months  
Capital Gain 38.19% 100% F 83% B
Dividend Return 0.54% 42% F 7% C-
Total Return 38.73% 100% F 83% B
Trailing 5 Years  
Capital Gain 112.29% 77% C+ 87% B+
Dividend Return 6.04% 77% C+ 18% F
Total Return 118.34% 79% B- 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.94% 46% F 67% D+
Dividend Return 14.79% 54% F 66% D+
Total Return 0.85% 77% C+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 24.10% 54% F 71% C-
Risk Adjusted Return 61.37% 46% 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.