IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 177.38

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.66M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-19 )

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.07% 25% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.07% 25% F 41% F
Trailing 12 Months  
Capital Gain -0.57% 10% F 46% F
Dividend Return 1.11% 28% F 22% F
Total Return 0.55% 6% D- 39% F
Trailing 5 Years  
Capital Gain 70.80% 58% F 67% D+
Dividend Return 13.28% 16% F 32% F
Total Return 84.08% 38% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 12.83% 79% B- 74% C
Dividend Return 14.57% 73% C 74% C
Total Return 1.74% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.26% 73% C 70% C-
Risk Adjusted Return 109.89% 88% B+ 97% N/A
Market Capitalization N/A N/A N/A N/A N/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:
Superior risk adjusted returns

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.

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.