ILCB:NYE-iShares Morningstar U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 82.61

Change

+0.50 (+0.61)%

Market Cap

USD 1.25B

Volume

0.10M

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: 2025-01-06 )

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ETFs Containing ILCB

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 1.79% 73% C 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.79% 73% C 70% C-
Trailing 12 Months  
Capital Gain 25.95% 87% B+ 83% B
Dividend Return 1.06% 21% F 16% F
Total Return 27.01% 86% B+ 81% 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 2.62% 53% F 42% F
Dividend Return 3.60% 52% F 38% F
Total Return 0.98% 49% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 20.23% 17% F 54% F
Risk Adjusted Return 17.80% 33% F 33% F
Market Capitalization 1.25B 90% A- 61% D-

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 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.