SDHG:LSE:LSE-iShares IV Public Limited Company - iShares $ Short Duration High Yield Corporate Bond UCITS ETF (GBP)

ETF | Others |

Last Closing

USD 68.62

Change

0.00 (0.00)%

Market Cap

N/A

Volume

75.00

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: 2024-12-25 )

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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 1.40% 34% F 44% F
Dividend Return 8.17% 95% A 96% N/A
Total Return 9.57% 60% D- 62% D
Trailing 12 Months  
Capital Gain 1.71% 35% F 45% F
Dividend Return 8.20% 95% A 96% N/A
Total Return 9.91% 60% D- 62% D
Trailing 5 Years  
Capital Gain -99.03% 2% F 2% F
Dividend Return 0.32% 41% F 62% D
Total Return -98.71% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain 52.18% 91% A- 92% A
Dividend Return 62.34% 92% A 93% A
Total Return 10.16% 97% N/A 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 793.59% 7% C- 5% F
Risk Adjusted Return 7.86% 28% F 40% F
Market Capitalization N/A N/A N/A N/A N/A

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.