IS3K:F:F-iShares $ Short Duration High Yield Corp Bond UCITS ETF USD (Dist) (EUR)

ETF | Others |

Last Closing

USD 80.484

Change

+0.21 (+0.26)%

Market Cap

USD 0.88B

Volume

N/A

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: 2024-03-27 )

ETFs Containing IS3K:F

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 3.68% 52% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.68% 51% F 55% F
Trailing 12 Months  
Capital Gain 3.86% 43% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.86% 42% F 51% F
Trailing 5 Years  
Capital Gain -3.15% 28% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.15% 27% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -1.15% 38% F 45% F
Dividend Return -1.15% 37% F 41% F
Total Return N/A 45% F 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 5.93% 76% C+ 88% B+
Risk Adjusted Return -19.45% 38% F 39% F
Market Capitalization 0.88B 72% C 57% 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.