ducovest

CRBN:ARCA-iShares MSCI ACWI Low Carbon Target (USD)

ETF | World Large Stock | NYSE Arca

Last Closing

USD 196.24

Change

0.00 (0.00)%

Market Cap

USD 0.30B

Volume

4.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure - carbon emissions and potential carbon emissions from fossil fuel reserves. The fund is non-diversified.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 08/12/2014

Primary Benchmark: MSCI ACWI Low Carbon Target NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.33%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for World Large Stock

Symbol Name Mer Price(Change) Market Cap
WDIV SPDR® S&P Global Dividend ETF 0.40 %

N/A

 USD 0.19B
QWLD SPDR® MSCI World StrategicFac.. 0.30 %

N/A

 USD 0.14B
BLES Inspire Global Hope ETF 0.62 %

N/A

 USD 0.11B
TRND Pacer Trendpilot Fund of Funds.. 0.00 %

N/A

 USD 0.05B
URTH iShares MSCI World ETF 0.24 %

N/A

 N/A
IOO iShares Global 100 ETF 0.40 %

N/A

 N/A
KLDW Knowledge Leaders Developed Wo.. 0.75 %

N/A

 N/A
VT Vanguard Total World Stock Ind.. 0.09 %

N/A

 N/A
DEW WisdomTree Global High Dividen.. 0.58 %

N/A

 N/A
DGT SPDR® Global Dow ETF 0.50 %

N/A

 N/A

ETFs Containing CRBN

EATV VegTech Plant-based Innov.. 4.81 % 0.00 %

N/A

 USD 6.09M

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.59% 82% B 76% C+
Dividend Return 0.90% 20% F 12% F
Total Return 19.49% 73% C 74% C
Trailing 12 Months  
Capital Gain 18.59% 82% B 76% C+
Dividend Return 0.90% 20% F 12% F
Total Return 19.49% 73% C 74% C
Trailing 5 Years  
Capital Gain 51.96% 73% C 75% C
Dividend Return 9.57% 25% F 30% F
Total Return 61.53% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.45% 67% D+ 68% D+
Dividend Return 12.83% 50% F 66% D+
Total Return 1.38% 42% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 19.04% 42% F 57% F
Risk Adjusted Return 67.39% 42% F 80% B-
Market Capitalization 0.30B 100% F 57% F

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.