IMCB:NYE-iShares Morningstar Mid-Cap ETF (USD)

ETF | Others |

Last Closing

USD 69.7

Change

+0.14 (+0.20)%

Market Cap

USD 0.82B

Volume

0.12M

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: 2024-04-24 )

Largest Industry Peers for Others

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DFAC Dimensional U.S. Core Equity 2..

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+2.46 (+4.65%)

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JPST JPMorgan Ultra-Short Income ET..

+0.03 (+0.06%)

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SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.90 (+1.00%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.24 (+0.62%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.53 (+1.02%)

USD 9.40B

ETFs Containing IMCB

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 3.83% 66% D+ 64% D
Dividend Return 0.35% 28% F 20% F
Total Return 4.18% 65% D 62% D
Trailing 12 Months  
Capital Gain 18.76% 71% C- 70% C-
Dividend Return 1.78% 34% F 25% F
Total Return 20.54% 71% C- 68% D+
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 -1.94% 32% F 32% F
Dividend Return -0.99% 28% F 23% F
Total Return 0.95% 49% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 10.52% 44% F 80% B-
Risk Adjusted Return -9.46% 29% F 21% F
Market Capitalization 0.82B 89% A- 52% 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.

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.