IYLD:BATS-iShares Morningstar Multi-Asset Income ETF (USD)

ETF | Others |

Last Closing

USD 20.24

Change

+0.01 (+0.05)%

Market Cap

USD 0.12B

Volume

8.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-02 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

-2.33 (-2.75%)

USD 16.57B
INDA iShares MSCI India ETF

+0.41 (+0.76%)

USD 8.92B
PAVE Global X U.S. Infrastructure D..

-0.08 (-0.20%)

USD 7.74B
BUFR First Trust Cboe Vest Fund of ..

-0.12 (-0.40%)

USD 6.29B
BOXX Alpha Architect 1-3 Month Box ..

+0.03 (+0.03%)

USD 5.75B
BBUS JPMorgan BetaBuilders U.S. Equ..

-0.57 (-0.56%)

USD 4.22B
ARKB ARK 21Shares Bitcoin ETF

-2.68 (-2.77%)

USD 4.01B
KNG FT Cboe Vest S&P 500® Dividen..

-0.25 (-0.51%)

USD 3.55B
GSUS Goldman Sachs MarketBeta US Eq..

-0.56 (-0.72%)

USD 2.41B
IFRA iShares U.S. Infrastructure ET..

-0.29 (-0.62%)

USD 2.23B

ETFs Containing IYLD

IBAL:AU iShares Balanced ESG ETF 7.68 % 0.00 %

-0.20 (-0.09%)

N/A
IGRO:AU iShares High Growth ESG E.. 2.63 % 0.00 %

-0.03 (-0.09%)

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 3.90% 86% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.90% 86% B+ 83% B
Trailing 12 Months  
Capital Gain 1.91% 34% F 34% F
Dividend Return 2.47% 55% F 57% F
Total Return 4.37% 36% F 36% F
Trailing 5 Years  
Capital Gain -2.65% 13% F 16% F
Dividend Return 22.36% 81% B- 81% B-
Total Return 19.72% 22% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -2.92% 8% B- 9% A-
Dividend Return 0.50% 17% F 17% F
Total Return 3.42% 87% B+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.28% 42% F 47% F
Risk Adjusted Return 4.82% 14% F 15% F
Market Capitalization 0.12B 69% C- 62% D

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 total returns

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.

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 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.