ILCB:NYE-iShares Morningstar U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 69.84

Change

-0.87 (-1.23)%

Market Cap

USD 0.87B

Volume

0.01M

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: 2024-04-15 )

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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 6.20% 83% B 77% C+
Dividend Return 0.32% 24% F 17% F
Total Return 6.52% 82% B 75% C
Trailing 12 Months  
Capital Gain 22.74% 85% B 82% B
Dividend Return 1.65% 33% F 24% F
Total Return 24.39% 85% B 81% B-
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 0.76% 55% F 44% F
Dividend Return 1.67% 54% F 36% F
Total Return 0.91% 48% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 13.95% 28% F 71% C-
Risk Adjusted Return 11.97% 44% F 37% F
Market Capitalization 0.87B 90% A- 54% 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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.