ILCG:NYE-iShares Morningstar Growth ETF (USD)

ETF | Others |

Last Closing

USD 75.34

Change

+1.03 (+1.39)%

Market Cap

USD 1.98B

Volume

0.38M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-06 )

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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 11.09% 89% A- 81% B-
Dividend Return 0.14% 8% B- 5% F
Total Return 11.23% 88% B+ 79% B-
Trailing 12 Months  
Capital Gain 34.25% 90% A- 84% B
Dividend Return 0.80% 11% F 8% B-
Total Return 35.05% 90% A- 83% 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 1.15% 56% F 45% F
Dividend Return 1.57% 51% F 35% F
Total Return 0.42% 26% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 20.47% 18% F 55% F
Risk Adjusted Return 7.67% 38% F 33% F
Market Capitalization 1.98B 94% A 64% D

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.