CRBN:ARCA-iShares MSCI ACWI Low Carbon Target

ETF | Others | NYSE Arca

Last Closing

USD 121.342

Change

-0.31 (-0.25)%

Market Cap

USD 0.30B

Volume

0.43M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure - carbon emissions and potential carbon emissions from fossil fuel reserves. The fund is non-diversified.

Inception Date: 08/12/2014

Primary Benchmark: MSCI ACWI Low Carbon Target NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.33%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-16 )

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TSPA T. Rowe Price US Equity Resear.. 0.00 %

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DFUV Dimensional US Marketwide Valu.. 0.00 %

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ETFs Containing CRBN

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.78% 76% C+ 68% D+
Dividend Return 1.36% 47% F 31% F
Total Return 19.15% 76% C+ 65% D
Trailing 12 Months  
Capital Gain 5.30% 65% D 61% D-
Dividend Return 2.33% 66% D+ 47% F
Total Return 7.64% 68% D+ 60% D-
Trailing 5 Years  
Capital Gain 15,866.05% 99% N/A 100% F
Dividend Return 1,376.51% 100% F 100% F
Total Return 17,242.56% 99% N/A 100% F
Average Annual (5 Year Horizon)  
Capital Gain 505.23% 99% N/A 100% F
Dividend Return 512.37% 99% N/A 100% F
Total Return 7.14% 98% N/A 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 2,461.52% 1% F N/A F
Risk Adjusted Return 20.82% 34% F 37% F
Market Capitalization 0.30B 71% C- 43% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.