The investment seeks to track the investment results of the Bloomberg Barclays U.S. Government/Credit Bond Index (the underlying index). The underlying index measures the performance of U.S. dollar-denominated U.S. Treasury bonds, government-related bonds and investment-grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year. The fund generally invests at least 90% of its assets in securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index.
|AGG||iShares Core U.S. Aggregate Bo..||0.04 %||
|BIV||Vanguard Intermediate-Term Bon..||0.05 %||
|SCHZ||Schwab U.S. Aggregate Bond ETF||0.04 %||
|SPAB||SPDR Portfolio Aggregate Bond ..||0.04 %||
|AGGY||WisdomTree Yield Enhanced U.S...||0.12 %||
|JAGG||JPMorgan U.S. Aggregate Bond E..||0.07 %||
|EAGG||iShares ESG U.S. Aggregate Bon..||0.10 %||
|CMBS||iShares CMBS ETF||0.25 %||
|NUBD||Nuveen ESG U.S. Aggregate Bond..||0.20 %||
|BNDC||FlexShares Core Select Bond Fu..||0.35 %||
|Market Performance vs.
Industry/Classification (Intermediate Core Bond)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||4.41%||N/A||N/A||88%||B+|
|Risk Adjusted Return||86.17%||N/A||N/A||86%||B|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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 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 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.
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.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.