IBD:NYE- (USD)

ETF | Corporate Bond |

Last Closing

USD 23.75

Change

+0.05 (+0.21)%

Market Cap

USD 0.38B

Volume

0.05M
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: 2025-03-31 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

+0.03 (+0.09%)

USD 10.09B
QLTA iShares Aaa - A Rated Corporat..

+0.07 (+0.15%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+0.16 (+0.17%)

USD 1.31B
GIGB Goldman Sachs Access Investmen..

+0.06 (+0.14%)

USD 0.84B
LQDH iShares Interest Rate Hedged C..

-0.24 (-0.26%)

USD 0.53B
KORP American Century Diversified C..

+0.10 (+0.21%)

USD 0.40B
IGBH iShares Interest Rate Hedged L..

-0.04 (-0.15%)

USD 0.11B
IG Principal Exchange-Traded Fund..

+0.01 (+0.02%)

USD 0.10B
LQD iShares iBoxx $ Investment Gra..

+0.25 (+0.23%)

N/A
FCOR Fidelity® Corporate Bond ETF

+0.02 (+0.04%)

N/A

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.32% 36% F 67% D+
Dividend Return 0.39% 67% D+ 18% F
Total Return 1.72% 64% D 67% D+
Trailing 12 Months  
Capital Gain 1.45% 57% F 53% F
Dividend Return 2.85% 43% F 50% F
Total Return 4.30% 43% F 51% F
Trailing 5 Years  
Capital Gain -2.42% 77% C+ 24% F
Dividend Return 11.20% 8% B- 22% F
Total Return 8.78% 46% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain -2.41% 71% C- 23% F
Dividend Return -0.47% 64% D 19% F
Total Return 1.94% 21% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 5.60% 100% F 90% A-
Risk Adjusted Return -8.45% 64% D 16% F
Market Capitalization 0.38B 33% F 44% 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:
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.

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.