IYE:NYE-iShares U.S. Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 46.83

Change

-0.10 (-0.21)%

Market Cap

N/A

Volume

0.18M

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 Equity Energy

Symbol Name Price(Change) Market Cap
XLE Energy Select Sector SPDR® Fu..

-0.20 (-0.22%)

USD 34.35B
VDE Vanguard Energy Index Fund ETF..

-0.17 (-0.14%)

USD 7.61B
OIH VanEck Oil Services ETF

-0.03 (-0.01%)

USD 1.57B
FENY Fidelity® MSCI Energy Index E..

-0.25 (-1.02%)

USD 1.57B
FXN First Trust Energy AlphaDEX® ..

-0.01 (-0.06%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

-0.31 (-0.48%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.23 (-0.74%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.06 (-0.24%)

USD 0.10B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.13 (-0.43%)

USD 0.06B
CRAK VanEck Oil Refiners ETF

-0.33 (-0.97%)

USD 0.03B

ETFs Containing IYE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.14% 100% F 45% F
Dividend Return 1.35% 57% F 31% F
Total Return 7.50% 94% A 41% F
Trailing 12 Months  
Capital Gain -0.53% 100% F 20% F
Dividend Return 2.73% 81% B- 41% F
Total Return 2.20% 94% A 20% F
Trailing 5 Years  
Capital Gain 41.22% 38% F 67% D+
Dividend Return 14.72% 33% F 54% F
Total Return 55.95% 44% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 22.64% 31% F 85% B
Dividend Return 25.75% 38% F 86% B+
Total Return 3.11% 69% C- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 34.65% 75% C 28% F
Risk Adjusted Return 74.31% 44% F 87% B+
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.