IBDW:NYE-iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (USD)

ETF | Others |

Last Closing

USD 19.95

Change

+0.11 (+0.55)%

Market Cap

USD 0.73B

Volume

0.17M

Analyst Target

N/A
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: 2024-04-17 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.13 (+0.68%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.43 (-0.77%)

USD 32.43B
DTB DTB

+0.15 (+0.77%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

-0.08 (-0.26%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-1.87 (-3.56%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

-0.21 (-0.42%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

-0.39 (-0.39%)

USD 19.79B
JEPQ JPMorgan Nasdaq Equity Premium..

-0.72 (-1.38%)

USD 11.73B
AVUV Avantis® U.S. Small Cap Value..

+0.01 (+0.01%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

-0.22 (-0.56%)

USD 10.15B

ETFs Containing IBDW

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 -3.95% 17% F 30% F
Dividend Return 1.21% 64% D 57% F
Total Return -2.74% 20% F 31% F
Trailing 12 Months  
Capital Gain -2.64% 22% F 35% F
Dividend Return 4.32% 70% C- 63% D
Total Return 1.69% 23% F 35% 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 -5.55% 14% F 18% F
Dividend Return -3.70% 14% F 14% F
Total Return 1.85% 74% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 7.87% 56% F 85% B
Risk Adjusted Return -47.06% 13% F 8% B-
Market Capitalization 0.73B 89% A- 51% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.