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

ETF | Others |

Last Closing

USD 29.889

Change

+0.34 (+1.14)%

Market Cap

USD 6.17M

Volume

100.00

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: 2024-04-23 )

Largest Industry Peers for Others

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 3.57% 68% D+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.57% 65% D 66% D+
Trailing 12 Months  
Capital Gain 5.35% 58% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.35% 50% F 55% F
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 2.48% 69% C- 53% F
Dividend Return 2.48% 66% D+ 50% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.04% 80% B- 94% A
Risk Adjusted Return 61.55% 85% B 87% B+
Market Capitalization 6.17M 19% F 8% B-

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.