IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 93.25

Change

-0.14 (-0.15)%

Market Cap

N/A

Volume

1.60K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.14 (-0.31%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-0.18 (-0.16%)

USD 9.85B
FNCL Fidelity® MSCI Financials Ind..

-0.13 (-0.20%)

USD 1.73B
BIZD VanEck BDC Income ETF

+0.07 (+0.43%)

USD 1.17B
FXO First Trust Financials AlphaDE..

+0.06 (+0.12%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.08 (+0.40%)

USD 0.03B
IYF iShares U.S. Financials ETF

-0.16 (-0.15%)

N/A
IYG iShares U.S. Financial Service..

-0.18 (-0.25%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.46 (-0.36%)

N/A

ETFs Containing IXG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.67% 59% D- 81% B-
Dividend Return 1.86% 82% B 41% F
Total Return 20.53% 71% C- 80% B-
Trailing 12 Months  
Capital Gain 27.93% 24% F 80% B-
Dividend Return 3.28% 76% C+ 48% F
Total Return 31.21% 29% F 81% B-
Trailing 5 Years  
Capital Gain 45.34% 41% F 70% C-
Dividend Return 11.76% 76% C+ 43% F
Total Return 57.10% 41% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.82% 35% F 71% C-
Dividend Return 12.95% 24% F 70% C-
Total Return 2.14% 65% D 46% F
Risk Return Profile  
Volatility (Standard Deviation) 22.71% 88% B+ 46% F
Risk Adjusted Return 57.05% 65% D 75% C
Market Capitalization N/A N/A N/A N/A N/A

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:
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.