SUSB:NSD-iShares ESG 1-5 Year USD Corporate Bond ETF (USD)

ETF | Others | NSD

Last Closing Price

USD 25.57

Change

0.00 (0.00)%

Market Cap

USD 0.16B

Volume

0.07M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the investment results of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Barclays Capital Inc. with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg Barclays. The fund is non-diversified.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-26 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BMLP BMO Dorsey Wright MLP Index Ex.. 0.00 %

N/A

USD30.32B
IGSB iShares Short-Term Corporate B.. 0.06 %

N/A

USD13.17B
IGIB iShares Intermediate-Term Corp.. 0.06 %

N/A

USD9.54B
NVCR NovoCure Limited 0.00 %

N/A

USD8.64B
BOKFL BOK Financial Corporation 0.00 %

N/A

USD5.48B
USIG iShares Broad USD Investment G.. 0.06 %

N/A

USD4.03B
TCBIL Texas Capital Bancshares, Inc 0.00 %

N/A

USD2.98B
ZIONW Zions Bancorporation, National.. 0.00 %

N/A

USD2.63B
SNHNL Diversified Healthcare Trust 0.00 %

N/A

USD2.06B
GDV-PH The Gabelli Dividend & Income .. 0.00 %

N/A

USD1.90B

ETFs Containing SUSB

Symbol Name Weight Mer Price(Change) Market Cap

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 0.55% 38% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.55% 38% F 48% F
Trailing 12 Months  
Capital Gain 3.92% 29% F 46% F
Dividend Return 1.25% 52% F 24% F
Total Return 5.17% 26% F 45% 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 0.60% 43% F 40% F
Dividend Return 1.34% 76% C 36% F
Total Return 1.94% 44% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 2.55% 95% A 98% A+
Risk Adjusted Return 76.01% 87% B+ 81% B-
Market Capitalization 0.16B 75% C 39% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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:
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.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.