IBD:NYE- (USD)

ETF | Corporate Bond |

Last Closing

USD 23.64

Change

-0.07 (-0.30)%

Market Cap

USD 0.38B

Volume

0.08M
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-28 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

+0.07 (+0.21%)

USD 9.46B
QLTA iShares Aaa - A Rated Corporat..

+0.18 (+0.38%)

USD 1.65B
CORP PIMCO Investment Grade Corpora..

+0.29 (+0.30%)

USD 1.36B
GIGB Goldman Sachs Access Investmen..

+0.24 (+0.53%)

USD 0.68B
KORP American Century Diversified C..

+0.16 (+0.35%)

USD 0.49B
LQDH iShares Interest Rate Hedged C..

+0.10 (+0.11%)

USD 0.47B
IG Principal Exchange-Traded Fund..

+0.06 (+0.30%)

USD 0.10B
IGBH iShares Interest Rate Hedged L..

+0.09 (+0.38%)

USD 0.10B
LQD iShares iBoxx $ Investment Gra..

+0.48 (+0.45%)

N/A
FCOR Fidelity® Corporate Bond ETF

+0.01 (+0.02%)

N/A

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.85% 86% B+ 61% D-
Dividend Return 1.08% 100% F 42% F
Total Return 1.93% 100% F 64% D
Trailing 12 Months  
Capital Gain 1.90% 79% B- 49% F
Dividend Return 2.93% 43% F 53% F
Total Return 4.83% 86% B+ 47% F
Trailing 5 Years  
Capital Gain -9.25% 77% C+ 29% F
Dividend Return 10.79% 8% B- 27% F
Total Return 1.53% 62% D 21% F
Average Annual (5 Year Horizon)  
Capital Gain -2.46% 71% C- 25% F
Dividend Return -0.46% 64% D 21% F
Total Return 2.00% 29% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 5.61% 93% A 90% A-
Risk Adjusted Return -8.19% 64% D 19% F
Market Capitalization 0.38B 33% F 45% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.