IUSG:NSD-iShares Core S&P U.S. Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 146.45

Change

+0.73 (+0.50)%

Market Cap

N/A

Volume

0.40M

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: 2025-01-23 )

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LRGE ClearBridge Large Cap Growth E..

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ENTR ERShares Entrepreneurs ETF

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ETFs Containing IUSG

FDGR Foundations Dynamic Growt.. 10.20 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.10% 62% D 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.10% 62% D 68% D+
Trailing 12 Months  
Capital Gain 34.77% 92% A 80% B-
Dividend Return 0.52% 58% F 8% B-
Total Return 35.28% 92% A 79% B-
Trailing 5 Years  
Capital Gain 108.44% 77% C+ 86% B+
Dividend Return 5.84% 77% C+ 18% F
Total Return 114.28% 79% B- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.08% 57% F 67% D+
Dividend Return 14.93% 57% F 66% D+
Total Return 0.85% 79% B- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 24.21% 57% F 71% C-
Risk Adjusted Return 61.67% 50% F 84% B
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.