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

ETF | Others |

Last Closing

USD 81.102

Change

-0.09 (-0.11)%

Market Cap

USD 0.81B

Volume

N/A

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: 2024-04-15 )

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 4.47% 55% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.47% 53% F 54% F
Trailing 12 Months  
Capital Gain 3.45% 45% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.45% 44% F 52% F
Trailing 5 Years  
Capital Gain -2.32% 30% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.32% 30% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -1.00% 38% F 45% F
Dividend Return -1.00% 37% F 41% F
Total Return N/A 46% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 5.88% 79% B- 90% A-
Risk Adjusted Return -17.05% 38% F 38% F
Market Capitalization 0.81B 70% C- 56% 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.