IDTG:LSE:LSE-iShares IV Public Limited Company - iShares $ Treasury Bond 20+yr UCITS ETF (GBP)

ETF | Others |

Last Closing

USD 2.957

Change

0.00 (0.00)%

Market Cap

USD 0.43B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-12-25 )

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ETFs Containing IDTG:LSE

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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 -12.55% 9% A- 24% F
Dividend Return 4.10% 80% B- 82% B
Total Return -8.45% 11% F 26% F
Trailing 12 Months  
Capital Gain -13.36% 9% A- 23% F
Dividend Return 4.07% 79% B- 81% B-
Total Return -9.29% 11% F 25% F
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 3.16% 37% F 46% F
Dividend Return 3.95% 39% F 48% F
Total Return 0.79% 65% D 82% B
Risk Return Profile  
Volatility (Standard Deviation) 352.63% 9% A- 8% B-
Risk Adjusted Return 1.12% 22% F 34% F
Market Capitalization 0.43B 70% C- 41% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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.

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.

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.