AGG:NYE-iShares Core U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 98.28

Change

0.00 (0.00)%

Market Cap

N/A

Volume

8.95M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-15 )

ETFs Containing AGG

AGRH iShares U.S. ETF Trust - .. 95.00 % 0.00 %

N/A

USD 0.05B
AGIH iShares U.S. ETF Trust - .. 94.83 % 0.00 %

N/A

USD 2.46M
AGGH Simplify Exchange Traded .. 64.33 % 0.00 %

N/A

USD 0.27B
BNDI SHP ETF Trust - NEOS Enha.. 49.95 % 0.00 %

N/A

USD 0.08B
RSBY Return Stacked Bonds & Fu.. 47.72 % 0.00 %

N/A

USD 0.10B
FIVR 11.60 % 0.00 %

N/A

N/A
PACF:CA Purpose Active Conservati.. 6.47 % 0.00 %

N/A

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PABF:CA Purpose Active Balanced F.. 5.48 % 0.00 %

N/A

N/A
APCB Trust For Professional Ma.. 3.09 % 0.00 %

N/A

USD 0.76B
HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

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USD 0.71B
TBND 0.00 % 0.00 %

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SAGG 0.00 % 0.45 %

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N/A
EXGB:CA 0.00 % 0.95 %

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EXGG:CA 0.00 % 0.95 %

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N/A
QUB:CA Mackenzie U.S. Aggregate .. 0.00 % 0.00 %

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CAD 0.07B
OVB Overlay Shares Core Bond .. 0.00 % 0.00 %

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XAGH:CA iShares U.S. Aggregate Bo.. 0.00 % 0.00 %

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CAD 0.18B
XAGG:CA iShares U.S. Aggregate Bo.. 0.00 % 0.00 %

N/A

CAD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.42% 64% D 67% D+
Dividend Return 0.33% 80% B- 14% F
Total Return 1.76% 91% A- 67% D+
Trailing 12 Months  
Capital Gain 1.22% 82% B 48% F
Dividend Return 3.47% 91% A- 55% F
Total Return 4.69% 91% A- 46% F
Trailing 5 Years  
Capital Gain -13.58% 45% F 15% F
Dividend Return 12.00% 36% F 25% F
Total Return -1.59% 45% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain -4.21% 82% B 14% F
Dividend Return -2.46% 45% F 12% F
Total Return 1.75% 18% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 6.39% 64% D 88% B+
Risk Adjusted Return -38.50% 45% F 7% C-
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:

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.

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.