IRTR:NYE-iShares Trust (USD)

ETF | Others |

Last Closing

USD 27.9231

Change

+0.92 (+3.39)%

Market Cap

USD 0.02B

Volume

2.73K

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: 2025-04-09 )

Largest Industry Peers for Others

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JPST JPMorgan Ultra-Short Income ET..

N/A

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DFAC Dimensional U.S. Core Equity 2..

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DTB DTE Energy Company 2020 Series

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JAAA Janus Detroit Street Trust - J..

+0.06 (+0.12%)

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GBTC Grayscale Bitcoin Trust (BTC)

+0.47 (+0.71%)

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CGDV Capital Group Dividend Value E..

-0.12 (-0.36%)

USD 14.38B
AVUV Avantis® U.S. Small Cap Value..

+1.22 (+1.54%)

USD 13.13B

ETFs Containing IRTR

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 -1.00% 71% C- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.00% 70% C- 69% C-
Trailing 12 Months  
Capital Gain 3.02% 73% C 69% C-
Dividend Return 1.80% 42% F 35% F
Total Return 4.82% 72% C 63% D
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 2.45% 54% F 44% F
Dividend Return 2.98% 49% F 38% F
Total Return 0.53% 30% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 4.75% 79% B- 92% A
Risk Adjusted Return 62.77% 68% D+ 75% C
Market Capitalization 0.02B 24% F 9% A-

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 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.

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.