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

ETF | Large Value |

Last Closing

USD 185.83

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.64M

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: 2025-05-03 )

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 -2.65% 25% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.65% 25% F 44% F
Trailing 12 Months  
Capital Gain 3.06% 14% F 56% F
Dividend Return 1.10% 28% F 23% F
Total Return 4.16% 8% B- 48% F
Trailing 5 Years  
Capital Gain 79.58% 62% D 68% D+
Dividend Return 13.32% 18% F 33% F
Total Return 92.90% 45% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.46% 79% B- 75% C
Dividend Return 14.18% 74% C 74% C
Total Return 1.72% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.02% 72% C 70% C-
Risk Adjusted Return 108.84% 89% A- 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.