(SUSB) iShares ESG 1-5 Year USD - Ratings and Ratios

The iShares ESG1-5 Year USD Corporate Bond ETF (SUSB) is a US-based ETF categorized under Short-Term Bond investments. As an ESG (Environmental, Social, and Governance) focused fund, it likely prioritizes investments in companies that adhere to certain sustainability and ethical standards.

The funds investment portfolio comprises US dollar-denominated corporate bonds with maturities between 1 and 5 years. This duration suggests a relatively low sensitivity to interest rate changes, making it a potentially attractive option for investors seeking to mitigate interest rate risk. The underlying bonds are likely issued by companies with strong credit profiles, given the funds focus on ESG criteria.

Key Performance Indicators (KPIs) to monitor for SUSB include yield, duration, and credit quality. The funds yield is influenced by the overall interest rate environment and the creditworthiness of the underlying bond issuers. A rising interest rate environment may negatively impact the funds yield and, consequently, its attractiveness to investors. The funds duration, a measure of its sensitivity to interest rate changes, is expected to be relatively low due to its short-term focus.

Economic drivers that impact SUSBs performance include interest rates, credit spreads, and overall economic growth. Changes in interest rates, as set by central banks, can affect the funds yield and the attractiveness of its holdings. Credit spreads, which reflect the difference in yield between corporate bonds and government bonds, can also impact the funds performance. A widening of credit spreads may indicate increased credit risk and potentially negatively impact the funds value.

The funds Assets Under Management (AUM) stand at approximately $992.05 million USD, indicating a moderate level of investor interest. The ETFs trading volume and liquidity are also important considerations, with an average daily trading volume of around 80,982 shares. This suggests that investors can enter and exit positions relatively easily, although liquidity can vary depending on market conditions.