IYLD:BATS-iShares Morningstar Multi-Asset Income ETF (USD)

ETF | Others |

Last Closing

USD 20.21

Change

-0.05 (-0.25)%

Market Cap

USD 0.11B

Volume

9.12K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

+0.40 (+0.53%)

USD 16.66B
INDA iShares MSCI India ETF

+0.39 (+0.76%)

USD 8.63B
PAVE Global X U.S. Infrastructure D..

-0.31 (-0.80%)

USD 8.48B
BUFR First Trust Cboe Vest Fund of ..

-0.08 (-0.27%)

USD 6.45B
BOXX Alpha Architect 1-3 Month Box ..

+0.04 (+0.04%)

USD 5.42B
BBUS JPMorgan BetaBuilders U.S. Equ..

-0.38 (-0.37%)

USD 4.20B
ARKB ARK 21Shares Bitcoin ETF

+0.53 (+0.61%)

USD 3.92B
KNG FT Cboe Vest S&P 500® Dividen..

-0.14 (-0.28%)

USD 3.66B
GSUS Goldman Sachs MarketBeta US Eq..

-0.35 (-0.45%)

USD 2.47B
IFRA iShares U.S. Infrastructure ET..

-0.27 (-0.59%)

USD 2.19B

ETFs Containing IYLD

IBAL:AU iShares Balanced ESG ETF 7.50 % 0.00 %

-0.18 (-0.77%)

N/A
IGRO:AU iShares High Growth ESG E.. 2.52 % 0.00 %

-0.25 (-0.77%)

N/A

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 3.75% 86% B+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.75% 86% B+ 84% B
Trailing 12 Months  
Capital Gain 1.92% 36% F 37% F
Dividend Return 3.22% 61% D- 64% D
Total Return 5.14% 39% F 40% F
Trailing 5 Years  
Capital Gain 2.80% 16% F 18% F
Dividend Return 24.77% 80% B- 80% B-
Total Return 27.56% 20% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -2.50% 8% B- 9% A-
Dividend Return 0.95% 18% F 18% F
Total Return 3.45% 89% A- 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.78% 41% F 46% F
Risk Adjusted Return 8.84% 13% F 14% F
Market Capitalization 0.11B 68% D+ 61% D-

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.