IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 188.81

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.51M

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 IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.08% 25% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.08% 25% F 44% F
Trailing 12 Months  
Capital Gain 3.80% 8% B- 57% F
Dividend Return 1.55% 34% F 28% F
Total Return 5.36% 4% F 49% F
Trailing 5 Years  
Capital Gain 106.60% 67% D+ 69% C-
Dividend Return 15.99% 22% F 37% F
Total Return 122.58% 54% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 14.13% 73% C 73% C
Dividend Return 15.91% 71% C- 73% C
Total Return 1.78% 35% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.35% 83% B 68% D+
Risk Adjusted Return 110.86% 90% A- 97% N/A
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.