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

ETF | Others |

Last Closing

USD 69.9349

Change

0.00 (0.00)%

Market Cap

USD 0.82B

Volume

0.04M

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: 2024-05-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

N/A

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JEPI JPMorgan Equity Premium Income..

+0.12 (+0.21%)

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DFAC Dimensional U.S. Core Equity 2..

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DTB DTB

-0.01 (-0.05%)

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GBTC Grayscale Bitcoin Trust (BTC)

+1.71 (+2.95%)

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

N/A

USD 23.09B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 20.81B
AVUV Avantis® U.S. Small Cap Value..

+0.16 (+0.17%)

USD 11.25B
DFUV Dimensional US Marketwide Valu..

+0.16 (+0.40%)

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

+0.16 (+0.30%)

USD 9.93B

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 4.18% 61% D- 61% D-
Dividend Return 0.35% 29% F 20% F
Total Return 4.53% 59% D- 58% F
Trailing 12 Months  
Capital Gain 17.66% 70% C- 69% C-
Dividend Return 1.75% 34% F 25% F
Total Return 19.41% 69% C- 66% 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 -1.72% 31% F 32% F
Dividend Return -0.76% 28% F 24% F
Total Return 0.96% 50% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 10.67% 42% F 80% B-
Risk Adjusted Return -7.09% 30% F 23% 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.