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

ETF | Corporate Bond |

Last Closing

USD 22.75

Change

+0.07 (+0.31)%

Market Cap

USD 1.13B

Volume

0.17M

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: 2024-12-30 )

Largest Industry Peers for Corporate Bond

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

+0.02 (+0.02%)

USD 48.50B
IGIB iShares 5-10 Year Investment G..

+0.02 (+0.04%)

USD 14.70B
USIG iShares Broad USD Investment G..

N/A

USD 12.32B
VTC Vanguard Total Corporate Bond ..

+0.01 (+0.01%)

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

+0.01 (+0.02%)

USD 0.46B

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 -2.23% 8% B- 47% F
Dividend Return 3.50% 8% B- 59% D-
Total Return 1.27% 8% B- 48% F
Trailing 12 Months  
Capital Gain -2.23% 8% B- 47% F
Dividend Return 3.50% 8% B- 59% D-
Total Return 1.27% 8% B- 48% F
Trailing 5 Years  
Capital Gain -14.02% 25% F 44% F
Dividend Return 13.76% 8% B- 56% F
Total Return -0.26% 8% B- 45% F
Average Annual (5 Year Horizon)  
Capital Gain -3.82% 50% F 29% F
Dividend Return -1.30% 50% F 31% F
Total Return 2.52% 33% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 7.83% 83% B 90% A-
Risk Adjusted Return -16.67% 50% F 24% F
Market Capitalization 1.13B 42% 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.