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

ETF | Others |

Last Closing

USD 68.51

Change

-0.58 (-0.83)%

Market Cap

USD 0.87B

Volume

8.59K

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: 2024-04-19 )

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AVUV Avantis® U.S. Small Cap Value..

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DFAT Dimensional U.S. Targeted Valu..

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ETFs Containing ILCB

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 4.18% 80% B- 73% C
Dividend Return 0.32% 24% F 17% F
Total Return 4.50% 80% B- 71% C-
Trailing 12 Months  
Capital Gain 20.87% 85% B 80% B-
Dividend Return 1.65% 33% F 24% F
Total Return 22.53% 85% B 78% C+
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 0.89% 56% F 44% F
Dividend Return 1.81% 55% F 37% F
Total Return 0.92% 47% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 14.02% 30% F 71% C-
Risk Adjusted Return 12.92% 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.