LDRI:NSD-iShares Trust (USD)

ETF | Short-Term Bond |

Last Closing

USD 26.0912

Change

+0.42 (+1.65)%

Market Cap

N/A

Volume

97.00

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 Short-Term Bond

Symbol Name Price(Change) Market Cap
VCSH Vanguard Short-Term Corporate ..

-0.20 (-0.26%)

USD 35.42B
IGSB iShares 1-5 Year Investment Gr..

+0.06 (+0.12%)

USD 20.88B
LMBS First Trust Low Duration Oppor..

-0.08 (-0.16%)

USD 4.69B
ISTB iShares Core 1-5 Year USD Bond

+0.04 (+0.08%)

USD 4.17B
SLQD iShares 0-5 Year Investment Gr..

+0.04 (+0.08%)

USD 2.13B
SUSB iShares ESG 1-5 Year USD Corpo..

+0.01 (+0.04%)

USD 0.99B
USTB VictoryShares USAA Core Short-..

+0.01 (+0.02%)

USD 0.88B
LDSF First Trust Low Duration Strat..

+0.01 (+0.03%)

USD 0.13B
WINC Western Asset Short Duration I..

-0.02 (-0.08%)

USD 0.01B

ETFs Containing LDRI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
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
Trailing 12 Months  
Capital Gain 4.85% 100% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.85% 80% B- 54% F
Trailing 5 Years  
Capital Gain 3.15% 100% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.15% 10% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -0.07% 100% F 38% F
Dividend Return -0.07% 30% F 34% F
Total Return N/A 10% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 0.41% 100% F 100% F
Risk Adjusted Return -16.06% 10% F 25% 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:
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:
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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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