IYLD:BATS-iShares Morningstar Multi-Asset Income ETF (USD)

ETF | Others |

Last Closing

USD 20.125

Change

-0.05 (-0.25)%

Market Cap

USD 0.11B

Volume

0.02M

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: 2025-02-19 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

+2.07 (+2.46%)

USD 21.76B
PAVE Global X U.S. Infrastructure D..

-0.44 (-1.05%)

USD 9.22B
INDA iShares MSCI India ETF

+0.32 (+0.64%)

USD 8.43B
BUFR First Trust Cboe Vest Fund of ..

-0.06 (-0.19%)

USD 6.47B
ARKB ARK 21Shares Bitcoin ETF

+2.35 (+2.45%)

USD 5.18B
BOXX Alpha Architect 1-3 Month Box ..

+0.03 (+0.03%)

USD 4.94B
BBUS JPMorgan BetaBuilders U.S. Equ..

-0.49 (-0.44%)

USD 4.48B
KNG FT Cboe Vest S&P 500® Dividen..

+0.14 (+0.27%)

USD 3.65B
IFRA iShares U.S. Infrastructure ET..

-0.35 (-0.73%)

USD 3.27B
GSUS Goldman Sachs MarketBeta US Eq..

-0.35 (-0.41%)

USD 2.65B

ETFs Containing IYLD

IBAL:AU iShares Balanced ESG ETF 7.39 % 0.00 %

-0.29 (-2.12%)

N/A
IGRO:AU iShares High Growth ESG E.. 2.44 % 0.00 %

-0.73 (-2.12%)

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 3.31% 62% D 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.31% 62% D 60% D-
Trailing 12 Months  
Capital Gain 2.29% 26% F 27% F
Dividend Return 3.61% 62% D 65% D
Total Return 5.90% 23% F 24% F
Trailing 5 Years  
Capital Gain -22.69% 5% F 6% D-
Dividend Return 18.91% 80% B- 81% B-
Total Return -3.78% 5% F 9% A-
Average Annual (5 Year Horizon)  
Capital Gain -2.45% 8% B- 9% A-
Dividend Return 1.01% 17% F 17% F
Total Return 3.46% 89% A- 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 11.04% 41% F 47% F
Risk Adjusted Return 9.16% 13% F 14% F
Market Capitalization 0.11B 70% C- 62% 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:
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.

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.

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.