IRTR:NYE-iShares Trust (USD)

ETF | Others |

Last Closing

USD 29.062

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

500.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-06-07 )

ETFs Containing IRTR

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 3.04% 70% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.04% 69% C- 65% D
Trailing 12 Months  
Capital Gain 5.34% 56% F 59% D-
Dividend Return 1.35% 36% F 28% F
Total Return 6.68% 56% F 54% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.64% 56% F 49% F
Dividend Return 3.29% 52% F 42% F
Total Return 0.65% 34% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 4.61% 77% C+ 92% A
Risk Adjusted Return 71.41% 74% C 82% B
Market Capitalization 0.02B 24% F 9% 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:
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.