ESMV:NSD-iShares ESG MSCI USA Min Vol Factor ETF (USD)

ETF | Others |

Last Closing

USD 28.2987

Change

0.00 (0.00)%

Market Cap

USD 8.61M

Volume

1.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is designed to measure the performance of large- and mid-capitalization U.S. equity securities that reflect the performance of a minimum volatility strategy and, relative to the MSCI USA Index, have higher favorable ESG characteristics and lower carbon exposure. 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. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-16 )

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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 1.78% 75% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.78% 74% C 72% C
Trailing 12 Months  
Capital Gain 8.34% 77% C+ 70% C-
Dividend Return 1.26% 32% F 27% F
Total Return 9.60% 78% C+ 69% C-
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 5.49% 69% C- 54% F
Dividend Return 6.46% 69% C- 53% F
Total Return 0.97% 50% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 9.28% 58% F 89% A-
Risk Adjusted Return 69.69% 78% C+ 87% B+
Market Capitalization 8.61M 27% F 11% F

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.

What to not like:
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.