SUSA:NYE-iShares MSCI USA ESG Select (USD)

ETF | Large Blend |

Last Closing

USD 115.85

Change

-0.17 (-0.15)%

Market Cap

USD 3.59B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-21 )

Largest Industry Peers for Large Blend

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

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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 -4.72% 16% F 29% F
Dividend Return 0.24% 100% F 7% C-
Total Return -4.48% 19% F 29% F
Trailing 12 Months  
Capital Gain 6.47% 37% F 67% D+
Dividend Return 1.25% 91% A- 25% F
Total Return 7.72% 42% F 61% D-
Trailing 5 Years  
Capital Gain 135.61% 44% F 72% C
Dividend Return 12.75% 52% F 24% F
Total Return 148.36% 44% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.72% 36% F 70% C-
Dividend Return 13.05% 38% F 67% D+
Total Return 1.33% 57% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 21.38% 22% F 49% F
Risk Adjusted Return 61.02% 26% F 74% C
Market Capitalization 3.59B 80% B- 74% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.