RXI:NYE-iShares Global Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 166.79

Change

-0.13 (-0.08)%

Market Cap

N/A

Volume

0.01M

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 Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

-0.38 (-0.20%)

USD 18.50B
VCR Vanguard Consumer Discretionar..

-0.60 (-0.18%)

USD 5.66B
FDIS Fidelity® MSCI Consumer Discr..

-0.20 (-0.23%)

USD 1.66B
FXD First Trust Consumer Discretio..

-0.02 (-0.03%)

USD 1.48B
IBUY Amplify Online Retail ETF

+0.31 (+0.54%)

USD 0.16B
ONLN ProShares Online Retail

-0.02 (-0.06%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

-0.03 (-0.08%)

USD 0.06B
XHB SPDR® S&P Homebuilders ETF

-0.23 (-0.19%)

N/A
IYC iShares US Consumer Discretion..

-0.12 (-0.14%)

N/A
PEJ Invesco Dynamic Leisure and En..

-0.01 (-0.02%)

N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 0.00 % 0.65 %

N/A

CAD 0.07B

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.86% 8% B- 44% F
Dividend Return 0.86% 100% F 21% F
Total Return 5.72% 8% B- 37% F
Trailing 12 Months  
Capital Gain 9.76% 8% B- 44% F
Dividend Return 1.31% 91% A- 19% F
Total Return 11.08% 8% B- 38% F
Trailing 5 Years  
Capital Gain 39.14% 42% F 67% D+
Dividend Return 4.71% 70% C- 13% F
Total Return 43.85% 42% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.71% 33% F 68% D+
Dividend Return 10.46% 33% F 64% D
Total Return 0.76% 83% B 17% F
Risk Return Profile  
Volatility (Standard Deviation) 23.02% 92% A 45% F
Risk Adjusted Return 45.45% 50% F 63% D
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.