AGG:NYE-iShares Core U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 97.87

Change

0.00 (0.00)%

Market Cap

N/A

Volume

5.59M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-20 )

ETFs Containing AGG

AGIH iShares U.S. ETF Trust - .. 95.11 % 0.00 %

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USD 2.43M
AGRH iShares U.S. ETF Trust - .. 94.51 % 0.00 %

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USD 0.05B
AGGH Simplify Exchange Traded .. 89.39 % 0.00 %

N/A

USD 0.34B
BNDI SHP ETF Trust - NEOS Enha.. 50.04 % 0.00 %

N/A

USD 0.08B
RSBY Return Stacked Bonds & Fu.. 47.93 % 0.00 %

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USD 0.10B
HNDL Strategy Shares Nasdaq 7 .. 11.80 % 0.95 %

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USD 0.65B
FIVR 11.60 % 0.00 %

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PACF:CA Purpose Active Conservati.. 6.47 % 0.00 %

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PABF:CA Purpose Active Balanced F.. 5.48 % 0.00 %

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APCB Trust For Professional Ma.. 3.07 % 0.00 %

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USD 0.78B
TBND 0.00 % 0.00 %

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SAGG 0.00 % 0.45 %

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EXGB:CA 0.00 % 0.95 %

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EXGG:CA 0.00 % 0.95 %

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QUB:CA Mackenzie U.S. Aggregate .. 0.00 % 0.00 %

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CAD 0.07B
OVB Overlay Shares Core Bond .. 0.00 % 0.00 %

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XAGH:CA iShares U.S. Aggregate Bo.. 0.00 % 0.00 %

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CAD 0.22B
XAGG:CA iShares U.S. Aggregate Bo.. 0.00 % 0.00 %

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CAD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.00% 55% F 79% B-
Dividend Return 0.33% 43% F 13% F
Total Return 1.33% 55% F 78% C+
Trailing 12 Months  
Capital Gain 2.61% 73% C 59% D-
Dividend Return 3.23% 82% B 55% F
Total Return 5.84% 82% B 59% D-
Trailing 5 Years  
Capital Gain -16.45% 82% B 20% F
Dividend Return 11.43% 27% F 25% F
Total Return -5.02% 55% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -4.16% 82% B 17% F
Dividend Return -2.36% 55% F 14% F
Total Return 1.80% 18% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 6.47% 55% F 87% B+
Risk Adjusted Return -36.57% 45% F 8% B-
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:

There is nothing we particularly like

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.