IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 194.09

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.36M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-18 )

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.68% 25% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.68% 25% F 54% F
Trailing 12 Months  
Capital Gain 12.28% 14% F 61% D-
Dividend Return 1.64% 30% F 27% F
Total Return 13.91% 10% F 57% F
Trailing 5 Years  
Capital Gain 47.28% 65% D 73% C
Dividend Return 11.09% 20% F 36% F
Total Return 58.37% 56% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 71% C- 73% C
Dividend Return 15.75% 71% C- 72% C
Total Return 1.78% 35% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 14.48% 83% B 68% D+
Risk Adjusted Return 108.77% 92% A 97% N/A
Market Capitalization N/A N/A N/A N/A N/A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.