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

ETF | Others |

Last Closing

USD 20.4

Change

+0.03 (+0.15)%

Market Cap

USD 0.11B

Volume

3.40K

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: 2025-06-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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PAVE Global X U.S. Infrastructure D..

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BUFR First Trust Cboe Vest Fund of ..

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BOXX Alpha Architect 1-3 Month Box ..

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ARKB ARK 21Shares Bitcoin ETF

-3.11 (-2.97%)

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BBUS JPMorgan BetaBuilders U.S. Equ..

-0.54 (-0.50%)

USD 4.69B
KNG FT Cboe Vest S&P 500® Dividen..

-0.20 (-0.41%)

USD 3.74B
GSUS Goldman Sachs MarketBeta US Eq..

-0.42 (-0.51%)

USD 2.56B
IFRA iShares U.S. Infrastructure ET..

+0.01 (+0.01%)

USD 2.46B

ETFs Containing IYLD

IBAL:AU Ishares Balanced Esg ETF 7.15 % 0.00 %

N/A

N/A
IGRO:AU Ishares High Growth Esg E.. 1.84 % 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 4.72% 79% B- 76% C+
Dividend Return 0.33% 14% F 17% F
Total Return 5.05% 80% B- 77% C+
Trailing 12 Months  
Capital Gain 2.23% 33% F 32% F
Dividend Return 2.46% 58% F 60% D-
Total Return 4.69% 34% F 35% F
Trailing 5 Years  
Capital Gain -10.26% 8% B- 12% F
Dividend Return 20.30% 82% B 82% B
Total Return 10.04% 17% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -3.13% 9% A- 9% A-
Dividend Return 0.26% 16% F 16% F
Total Return 3.39% 86% B+ 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.04% 41% F 47% F
Risk Adjusted Return 2.56% 13% F 14% F
Market Capitalization 0.11B 67% D+ 60% 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.