SUSA:NYE-iShares MSCI USA ESG Select ETF (USD)

ETF | Others |

Last Closing

USD 135.52

Change

-2.03 (-1.48)%

Market Cap

USD 1.19B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-01-27 )

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JPST JPMorgan Ultra-Short Income ET..

N/A

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

-0.17 (-0.19%)

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DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

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DFAT Dimensional U.S. Targeted Valu..

-0.03 (-0.06%)

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ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

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 1.12% 69% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.12% 68% D+ 65% D
Trailing 12 Months  
Capital Gain 23.46% 84% B 81% B-
Dividend Return 0.81% 23% F 11% F
Total Return 24.27% 84% B 79% B-
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 4.70% 83% B 60% D-
Dividend Return 5.62% 84% B 50% F
Total Return 0.92% 57% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 8.22% 48% F 83% B
Risk Adjusted Return 68.45% 84% B 70% C-
Market Capitalization 1.19B 91% A- 57% F

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

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.