IYC:NYE-iShares US Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 86.87

Change

+1.43 (+1.67)%

Market Cap

N/A

Volume

0.85M

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: 2024-09-19 )

Largest Industry Peers for Consumer Cyclical

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

+4.39 (+2.28%)

USD 18.50B
VCR Vanguard Consumer Discretionar..

+7.50 (+2.28%)

USD 5.66B
FDIS Fidelity® MSCI Consumer Discr..

+1.92 (+2.24%)

USD 1.66B
FXD First Trust Consumer Discretio..

+0.79 (+1.27%)

USD 1.48B
IBUY Amplify Online Retail ETF

+1.30 (+2.24%)

USD 0.16B
ONLN ProShares Online Retail

+0.89 (+2.14%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

+0.59 (+1.79%)

USD 0.06B
XHB SPDR® S&P Homebuilders ETF

+3.35 (+2.75%)

N/A
PEJ Invesco Dynamic Leisure and En..

+0.72 (+1.53%)

N/A
RXI iShares Global Consumer Discre..

+4.07 (+2.44%)

N/A

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.58 (-4.43%)

N/A

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 14.65% 75% C 70% C-
Dividend Return 0.30% 20% F 5% F
Total Return 14.95% 75% C 64% D
Trailing 12 Months  
Capital Gain 28.62% 58% F 76% C+
Dividend Return 0.76% 64% D 9% A-
Total Return 29.38% 58% F 73% C
Trailing 5 Years  
Capital Gain 58.46% 58% F 74% C
Dividend Return 3.32% 40% F 10% F
Total Return 61.78% 58% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.32% 42% F 69% C-
Dividend Return 10.88% 42% F 65% D
Total Return 0.56% 50% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 24.06% 75% C 43% F
Risk Adjusted Return 45.21% 42% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.