IS06:XETRA:XETRA-iShares Corporate Bond BBB-BB UCITS (EUR)

ETF | Others |

Last Closing

USD 4.7593

Change

+0.00 (+0.10)%

Market Cap

USD 0.43B

Volume

0.08M

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: 2024-03-28 )

ETFs Containing IS06:XETRA

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 -0.81% 17% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.81% 16% F 23% F
Trailing 12 Months  
Capital Gain 5.01% 37% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.01% 36% F 41% F
Trailing 5 Years  
Capital Gain -7.03% 21% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.03% 20% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -2.76% 20% F 22% F
Dividend Return -2.06% 22% F 24% F
Total Return N/A 47% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 5.89% 79% B- 83% B
Risk Adjusted Return -35.02% 22% F 21% F
Market Capitalization 0.43B 66% D+ 58% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.