ducovest

SUSC:NSD-iShares ESG USD Corporate Bond ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 22.76

Change

+0.04 (+0.18)%

Market Cap

USD 1.13B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which BFA believes will help it track the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
VCIT Vanguard Intermediate-Term Cor..

+0.09 (+0.11%)

 USD 49.51B
IGIB iShares 5-10 Year Investment G..

+0.06 (+0.12%)

 USD 14.70B
USIG iShares Broad USD Investment G..

+0.04 (+0.08%)

 USD 12.32B
VTC Vanguard Total Corporate Bond ..

+0.04 (+0.05%)

 USD 1.11B
SKOR FlexShares Credit-Scored US Co..

+0.05 (+0.10%)

 USD 0.47B

ETFs Containing SUSC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.19% 17% F 46% F
Dividend Return 3.50% 17% F 60% D-
Total Return 1.31% 17% F 47% F
Trailing 12 Months  
Capital Gain -2.44% 17% F 46% F
Dividend Return 3.49% 17% F 60% D-
Total Return 1.05% 17% F 48% F
Trailing 5 Years  
Capital Gain -14.16% 33% F 43% F
Dividend Return 13.73% 17% F 56% F
Total Return -0.43% 17% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain -3.78% 50% F 29% F
Dividend Return -1.27% 50% F 31% F
Total Return 2.51% 33% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 7.85% 83% B 90% A-
Risk Adjusted Return -16.18% 50% F 25% F
Market Capitalization 1.13B 50% F 72% C

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.