Values as of: 2025-04-08
ETF | Long-Term Bond |
Last Closing
USD 47.79Change
-1.06 (-2.17)%Market Cap
USD 2.72BVolume
3.48MVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SPLB | SPDR Barclays Long Term Corpor.. |
+0.08 (+0.37%) |
USD 1.14B |
| ILTB | iShares Core 10+ Year USD Bond.. |
+0.16 (+0.33%) |
USD 0.59B |
| BAB | Invesco Taxable Municipal Bond.. |
+0.08 (+0.31%) |
N/A |
| BLV | Vanguard Long-Term Bond Index .. |
+0.33 (+0.48%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| ITDC | iShares Trust | 4.33 % | 0.00 % |
-0.20 (-1.41%) |
USD 0.03B |
| ITDE | iShares Trust | 4.25 % | 0.00 % |
-0.36 (-1.41%) |
USD 0.02B |
| ITDD | iShares Trust | 4.12 % | 0.00 % |
-0.27 (-1.41%) |
USD 0.03B |
| ITDB | iShares Trust | 3.81 % | 0.00 % |
-0.16 (-1.41%) |
USD 0.02B |
| ITDF | iShares Trust | 3.65 % | 0.00 % |
-0.37 (-1.41%) |
USD 0.02B |
| IRTR | iShares Trust | 3.21 % | 0.00 % |
-0.10 (-1.41%) |
USD 0.02B |
| ITDA | 3.03 % | 0.00 % |
N/A |
N/A | |
| ITDG | iShares Trust | 1.52 % | 0.00 % |
-0.44 (-1.41%) |
USD 0.02B |
| ITDI | iShares Trust | 1.02 % | 0.00 % |
-0.42 (-1.41%) |
USD 8.83M |
| ITDH | iShares Trust | 1.02 % | 0.00 % |
-0.47 (-1.41%) |
USD 9.46M |
| BYLD | iShares Yield Optimized B.. | 0.00 % | 0.00 % |
+0.03 (+-1.41%) |
USD 0.24B |
| Market Performance vs. Industry/Classification (Long-Term Bond) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -3.26% | 40% | F | 73% | C | ||
| Dividend Return | 0.88% | 100% | F | 44% | F | ||
| Total Return | -2.38% | 40% | F | 75% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | -5.68% | 40% | F | 55% | F | ||
| Dividend Return | 3.75% | 100% | F | 62% | D | ||
| Total Return | -1.93% | 40% | F | 57% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -30.06% | 80% | B- | 13% | F | ||
| Dividend Return | 16.60% | 100% | F | 44% | F | ||
| Total Return | -13.46% | 80% | B- | 14% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -7.01% | 80% | B- | 10% | F | ||
| Dividend Return | -3.74% | 80% | B- | 11% | F | ||
| Total Return | 3.27% | 100% | F | 66% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 10.71% | 80% | B- | 77% | C+ | ||
| Risk Adjusted Return | -34.97% | 80% | B- | 8% | B- | ||
| Market Capitalization | 2.72B | 100% | F | 71% | C- | ||
| 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.
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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
There is nothing we particularly dislike
