SUSL:NSD-iShares ESG MSCI USA Leaders ETF (USD)

ETF | Large Blend |

Last Closing

USD 95.68

Change

-0.74 (-0.77)%

Market Cap

USD 0.95B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-11 )

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FEX First Trust Large Cap Core Alp..

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PKW Invesco BuyBack Achievers ETF

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CATH Global X S&P 500® Catholic Va..

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KRMA Global X Conscious Companies E..

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ETFs Containing SUSL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.14% 5% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.14% 5% F 48% F
Trailing 12 Months  
Capital Gain 2.96% 11% F 64% D
Dividend Return 1.22% 89% A- 26% F
Total Return 4.18% 11% F 61% D-
Trailing 5 Years  
Capital Gain 119.44% 79% B- 80% B-
Dividend Return 11.67% 58% F 31% F
Total Return 131.11% 79% B- 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 16.25% 89% A- 70% C-
Dividend Return 17.65% 84% B 70% C-
Total Return 1.40% 53% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 19.56% 32% F 78% C+
Risk Adjusted Return 90.23% 74% C 94% A
Market Capitalization 0.95B 53% F 71% C-

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.