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

ETF | Others |

Last Closing

USD 20.3

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-10 )

Largest Industry Peers for Others

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

-1.21 (-1.34%)

USD 16.57B
INDA iShares MSCI India ETF

+1.93 (+3.68%)

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

+1.40 (+3.49%)

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

+0.68 (+2.28%)

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

-0.02 (-0.02%)

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

+3.40 (+3.33%)

USD 4.22B
ARKB ARK 21Shares Bitcoin ETF

-1.41 (-1.37%)

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

+0.90 (+1.85%)

USD 3.55B
GSUS Goldman Sachs MarketBeta US Eq..

+2.53 (+3.24%)

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

+0.73 (+1.56%)

USD 2.23B

ETFs Containing IYLD

IBAL:AU iShares Balanced ESG ETF 7.68 % 0.00 %

+0.10 (+0.21%)

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

+0.07 (+0.21%)

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 4.21% 86% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.21% 86% B+ 83% B
Trailing 12 Months  
Capital Gain 1.93% 37% F 38% F
Dividend Return 2.46% 56% F 58% F
Total Return 4.40% 43% F 43% F
Trailing 5 Years  
Capital Gain -2.40% 15% F 17% F
Dividend Return 22.08% 80% B- 81% B-
Total Return 19.68% 21% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -2.98% 8% B- 9% A-
Dividend Return 0.43% 16% F 17% F
Total Return 3.41% 86% B+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.21% 42% F 47% F
Risk Adjusted Return 4.16% 14% F 15% F
Market Capitalization 0.12B 69% C- 63% 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.