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

ETF | Short-Term Bond | NASDAQ Global Market

Last Closing

USD 24.87

Change

+0.01 (+0.04)%

Market Cap

USD 0.07B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 11/07/2017

Primary Benchmark: BBgBarc MSCI US Corp 1-5 Yr ESG TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.12 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for Short-Term Bond

Symbol Name Mer Price(Change) Market Cap
VCSH Vanguard Short-Term Corporate .. 0.07 %

-0.11 (-0.14%)

USD 35.77B
IGSB iShares 1-5 Year Investment Gr.. 0.09 %

-0.05 (-0.10%)

USD 21.54B
ISTB iShares Core 1-5 Year USD Bond 0.06 %

-0.04 (-0.08%)

USD 4.15B
LMBS First Trust Low Duration Oppor.. 0.65 %

-0.07 (-0.14%)

USD 3.97B
SLQD iShares 0-5 Year Investment Gr.. 0.06 %

-0.05 (-0.10%)

USD 2.17B
USTB VictoryShares USAA Core Short-.. 0.35 %

N/A

USD 0.57B
LDSF First Trust Low Duration Strat.. 0.00 %

-0.03 (-0.14%)

USD 0.11B
WINC Western Asset Short Duration I.. 0.00 %

-0.02 (-0.07%)

USD 0.01B

ETFs Containing SUSB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.72% 100% F 24% F
Dividend Return 0.51% 71% C- 34% F
Total Return 2.23% 100% F 25% F
Trailing 12 Months  
Capital Gain 1.06% 43% F 64% D
Dividend Return 2.52% 86% B+ 63% D
Total Return 3.58% 71% C- 64% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -0.72% 14% F 33% F
Dividend Return 0.18% 29% F 31% F
Total Return 0.90% 29% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 0.77% 86% B+ 99% N/A
Risk Adjusted Return 23.56% 14% F 43% F
Market Capitalization 0.07B 38% F 25% 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.