IRTR:NYE-iShares Trust (USD)

ETF | Others |

Last Closing

USD 28.95

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

0.01M

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: 2025-02-17 )

Largest Industry Peers for Others

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SGOV iShares® 0-3 Month Treasury B..

N/A

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AVUV Avantis® U.S. Small Cap Value..

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CGDV Capital Group Dividend Value E..

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USD 13.61B

ETFs Containing IRTR

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 2.64% 51% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.64% 51% F 50% F
Trailing 12 Months  
Capital Gain 7.28% 48% F 52% F
Dividend Return 2.21% 43% F 36% F
Total Return 9.49% 48% F 48% F
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 2.22% 53% F 41% F
Dividend Return 2.60% 47% F 34% F
Total Return 0.38% 22% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 4.80% 79% B- 92% A
Risk Adjusted Return 54.22% 60% D- 67% D+
Market Capitalization 0.01B 23% F 8% B-

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:
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.