IMCV:NSD-iShares Morningstar Mid-Cap Value ETF (USD)

ETF | Others |

Last Closing

USD 72.55

Change

+0.32 (+0.44)%

Market Cap

USD 0.60B

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: 2024-03-28 )

Largest Industry Peers for Others

ETFs Containing IMCV

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 7.13% 68% D+ 67% D+
Dividend Return 0.48% 30% F 31% F
Total Return 7.61% 69% C- 67% D+
Trailing 12 Months  
Capital Gain 18.82% 70% C- 72% C
Dividend Return 2.48% 44% F 40% F
Total Return 21.30% 71% C- 73% 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 -1.22% 43% F 44% F
Dividend Return 0.13% 47% F 43% F
Total Return 1.35% 71% C- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 7.25% 66% D+ 89% A-
Risk Adjusted Return 1.77% 46% F 43% F
Market Capitalization 0.60B 84% B 65% 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 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.