SUSA:NYE-iShares MSCI USA ESG Select (USD)

ETF | Large Blend |

Last Closing

USD 109.31

Change

0.00 (0.00)%

Market Cap

USD 3.59B

Volume

0.11M

Analyst Target

N/A
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: 2025-04-12 )

Largest Industry Peers for Large Blend

ETFs Containing SUSA

HECO SPDR Galaxy Hedged Digita.. 0.00 % 0.95 %

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.10% 18% F 35% F
Dividend Return 0.24% 75% C 7% C-
Total Return -9.86% 21% F 35% F
Trailing 12 Months  
Capital Gain 3.58% 47% F 70% C-
Dividend Return 1.29% 92% A 26% F
Total Return 4.87% 57% F 65% D
Trailing 5 Years  
Capital Gain 86.42% 47% F 74% C
Dividend Return 10.29% 56% F 23% F
Total Return 96.72% 44% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.92% 33% F 70% C-
Dividend Return 12.24% 31% F 68% D+
Total Return 1.32% 64% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 20.60% 24% F 50% F
Risk Adjusted Return 59.42% 26% F 73% C
Market Capitalization 3.59B 80% B- 75% C

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.