Values as of: 2024-03-27
ETF | Corporate Bond |
Last Closing
USD 75.5361Change
+0.40 (+0.53)%Market Cap
USD 9.35MVolume
158.00Analyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| LQD | iShares iBoxx $ Investment Gra.. |
+0.40 (+0.38%) |
USD 28.03B |
| SPIB | SPDR Barclays Intermediate Ter.. |
+0.06 (+0.19%) |
USD 7.74B |
| CORP | PIMCO Investment Grade Corpora.. |
+0.22 (+0.24%) |
USD 1.10B |
| QLTA | iShares Aaa - A Rated Corporat.. |
+0.10 (+0.22%) |
USD 1.02B |
| GIGB | Goldman Sachs Access Investmen.. |
+0.15 (+0.33%) |
USD 0.73B |
| FLCO | Franklin Liberty Investment Gr.. |
+0.05 (+0.22%) |
USD 0.35B |
| LQDH | iShares Interest Rate Hedged C.. |
+0.13 (+0.14%) |
USD 0.32B |
| KORP | American Century Diversified C.. |
+0.14 (+0.30%) |
USD 0.26B |
| IBD | Northern Lights Fund Trust IV .. |
-0.06 (-0.26%) |
USD 0.26B |
| FCOR | Fidelity® Corporate Bond ETF |
-0.06 (-0.13%) |
USD 0.21B |
N/A
| Market Performance vs. Industry/Classification (Corporate Bond) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -1.53% | 13% | F | 24% | F | ||
| Dividend Return | 0.78% | 44% | F | 45% | F | ||
| Total Return | -0.75% | 19% | F | 24% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 0.01% | 14% | F | 29% | F | ||
| Dividend Return | 3.90% | 64% | D | 57% | F | ||
| Total Return | 3.91% | 29% | F | 29% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -8.77% | 38% | F | 34% | F | ||
| Dividend Return | 12.38% | 63% | D | 48% | F | ||
| Total Return | 3.61% | 56% | F | 30% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -3.31% | 33% | F | 27% | F | ||
| Dividend Return | -0.96% | 47% | F | 24% | F | ||
| Total Return | 2.35% | 60% | D- | 53% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 8.30% | 27% | F | 84% | B | ||
| Risk Adjusted Return | -11.54% | 60% | D- | 21% | F | ||
| Market Capitalization | 9.35M | 13% | F | 6% | D- | ||
| 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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
