IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 48.38

Change

-0.55 (-1.12)%

Market Cap

N/A

Volume

0.30M

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: 2024-09-20 )

Largest Industry Peers for Financial

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

-0.03 (-0.07%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-0.49 (-0.44%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

-0.51 (-0.79%)

USD 1.73B
BIZD VanEck BDC Income ETF

-0.07 (-0.42%)

USD 1.17B
FXO First Trust Financials AlphaDE..

-0.28 (-0.55%)

USD 0.89B
VPC Virtus Private Credit ETF

-0.67 (-2.94%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.09 (-0.45%)

USD 0.03B
IYF iShares U.S. Financials ETF

-0.24 (-0.23%)

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

-0.27 (-0.38%)

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

-0.43 (-0.33%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

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 15.63% 29% F 73% C
Dividend Return 1.54% 76% C+ 35% F
Total Return 17.17% 29% F 71% C-
Trailing 12 Months  
Capital Gain 43.52% 88% B+ 88% B+
Dividend Return 4.82% 82% B 64% D
Total Return 48.34% 94% A 89% A-
Trailing 5 Years  
Capital Gain 3.02% 24% F 46% F
Dividend Return 11.75% 71% C- 43% F
Total Return 14.78% 6% D- 41% F
Average Annual (5 Year Horizon)  
Capital Gain 6.98% 12% F 62% D
Dividend Return 9.48% 6% D- 61% D-
Total Return 2.50% 76% C+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 39.91% 18% F 24% F
Risk Adjusted Return 23.75% 12% F 43% F
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.

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.

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.