IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 71

Change

-0.45 (-0.63)%

Market Cap

N/A

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

-0.32 (-0.38%)

USD 18.44B
FSTA Fidelity® MSCI Consumer Stapl..

-0.17 (-0.33%)

USD 1.18B
KXI iShares Global Consumer Staple..

-0.33 (-0.50%)

USD 0.74B
FXG First Trust Consumer Staples A..

+0.10 (+0.15%)

USD 0.41B
PBJ Invesco Dynamic Food & Beverag..

-0.09 (-0.19%)

N/A
VDC Vanguard Consumer Staples Inde..

-0.89 (-0.40%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.11% 57% F 64% D
Dividend Return 1.08% 43% F 26% F
Total Return 12.18% 57% F 60% D-
Trailing 12 Months  
Capital Gain 8.67% 29% F 42% F
Dividend Return 2.78% 86% B+ 42% F
Total Return 11.45% 43% F 39% F
Trailing 5 Years  
Capital Gain 70.50% 100% F 79% B-
Dividend Return 12.49% 86% B+ 46% F
Total Return 82.99% 100% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.88% 100% F 73% C
Dividend Return 13.65% 100% F 72% C
Total Return 1.78% 57% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 16.96% 14% F 59% D-
Risk Adjusted Return 80.51% 43% F 91% A-
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.