IBDV:NYE- (USD)

ETF | Others |

Last Closing

USD 21.67

Change

-0.05 (-0.23)%

Market Cap

USD 1.73B

Volume

0.30M
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: 2025-04-01 )

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ETFs Containing IBDV

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 1.45% 75% C 67% D+
Dividend Return 0.40% 32% F 20% F
Total Return 1.85% 76% C+ 67% D+
Trailing 12 Months  
Capital Gain 2.27% 54% F 55% F
Dividend Return 3.16% 64% D 54% F
Total Return 5.42% 61% D- 54% F
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 -3.99% 14% F 16% F
Dividend Return -1.80% 14% F 15% F
Total Return 2.19% 74% C 50% F
Risk Return Profile  
Volatility (Standard Deviation) 7.20% 65% D 85% B
Risk Adjusted Return -24.99% 13% F 10% F
Market Capitalization 1.73B 92% A 66% 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:
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.

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.