ICVT:BATS-iShares Convertible Bond ETF (USD)

ETF | Others |

Last Closing

USD 87.41

Change

-0.04 (-0.05)%

Market Cap

N/A

Volume

0.14M

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: 2025-01-29 )

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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 2.87% 77% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.87% 77% C+ 75% C
Trailing 12 Months  
Capital Gain 12.77% 54% F 56% F
Dividend Return 2.04% 37% F 39% F
Total Return 14.81% 62% D 63% D
Trailing 5 Years  
Capital Gain 35.69% 55% F 56% F
Dividend Return 23.50% 90% A- 90% A-
Total Return 59.19% 69% C- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 5.18% 50% F 48% F
Dividend Return 7.07% 62% D 59% D-
Total Return 1.89% 66% D+ 65% D
Risk Return Profile  
Volatility (Standard Deviation) 27.21% 8% B- 10% F
Risk Adjusted Return 25.97% 23% F 24% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials ()

Quarterly Financials ()

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:

There is nothing we particularly like

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.

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.