BALI:BATS-Blackrock Advantage Large Cap Income ETF (USD)

ETF | Others |

Last Closing

USD 30.64

Change

0.00 (0.00)%

Market Cap

USD 0.19B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-28 )

ETFs Containing BALI

N/A

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 15.19% 73% C 74% C
Dividend Return 6.49% 86% B+ 88% B+
Total Return 21.67% 86% B+ 86% B+
Trailing 12 Months  
Capital Gain 15.19% 73% C 74% C
Dividend Return 6.49% 86% B+ 88% B+
Total Return 21.67% 86% B+ 86% B+
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 4.07% 43% F 41% F
Dividend Return 4.79% 43% F 41% F
Total Return 0.71% 28% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 9.75% 51% F 56% F
Risk Adjusted Return 49.07% 44% F 44% F
Market Capitalization 0.19B 77% C+ 70% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.