(SUSB) iShares ESG 1-5 Year USD - Ratings and Ratios
Bonds, Esg, Short-Term, Dollar-Denominated, Corporate
Dividends
| Dividend Yield | 4.02% |
| Yield on Cost 5y | 4.44% |
| Yield CAGR 5y | 17.69% |
| Payout Consistency | 91.2% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 1.98% |
| Value at Risk 5%th | 3.13% |
| Relative Tail Risk | -3.74% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.98 |
| Alpha | 1.78 |
| CAGR/Max DD | 2.67 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.434 |
| Beta | 0.018 |
| Beta Downside | 0.001 |
| Drawdowns 3y | |
|---|---|
| Max DD | 2.11% |
| Mean DD | 0.39% |
| Median DD | 0.24% |
Description: SUSB iShares ESG 1-5 Year USD November 17, 2025
The iShares ESG 1-5 Year USD Corporate Bond ETF (NASDAQ:SUSB) seeks to track a Bloomberg-MSCI ESG-enhanced index, allocating at least 90% of assets to the index’s component securities and permitting up to 10% for cash, futures, options, or swaps to manage liquidity and tracking error.
Key fund attributes: ticker SUSB, U.S.- domiciled ETF, classified as a short-term bond vehicle with an average weighted maturity of roughly 2.8 years, an expense ratio near 0.20%, and a current distribution yield of about 2.1% (as of Q3 2024). The underlying index screens corporate issuers for ESG performance using MSCI scores, resulting in an average ESG rating of “AA” and a credit quality distribution weighted toward investment-grade (≈ 85% BBB- or higher).
Primary economic drivers include Federal Reserve policy on short-term rates, which directly affect the fund’s yield curve exposure, and corporate credit spreads that reflect broader macro-risk sentiment. Additionally, the growing demand for ESG-aligned capital can compress spreads for high-rated issuers, potentially enhancing relative performance versus non-ESG short-term bond peers.
For a deeper, data-rich analysis of SUSB’s risk-adjusted returns and ESG impact metrics, you might explore the ValueRay platform’s proprietary dashboards.
What is the price of SUSB shares?
Over the past week, the price has changed by -0.20%, over one month by +0.08%, over three months by +0.67% and over the past year by +6.47%.
Is SUSB a buy, sell or hold?
What are the forecasts/targets for the SUSB price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 27.3 | 8.5% |
SUSB Fundamental Data Overview December 17, 2025
Beta = 0.42
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.05b USD (1.05b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.05b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.05b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.08% (E(1.05b)/V(1.05b) * Re(6.08%) + (debt-free company))
Discount Rate = 6.08% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SUSB ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle