IWTR:NSD-iShares Trust - iShares MSCI Water Management Multisector ETF (USD)

ETF | Others |

Last Closing

USD 30.8138

Change

+0.27 (+0.87)%

Market Cap

USD 5.69M

Volume

42.00

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 )

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ETFs Containing IWTR

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 6.77% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.77% 66% D+ 66% D+
Trailing 12 Months  
Capital Gain 11.00% 61% D- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.00% 57% F 64% 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 2.20% 67% D+ 53% F
Dividend Return 2.20% 64% D 49% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.88% 83% B 94% A
Risk Adjusted Return 56.68% 82% B 85% B
Market Capitalization 5.69M 17% F 7% C-

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.