IEZ:NYE-iShares U.S. Oil Equipment & Services ETF (USD)

ETF | Equity Energy |

Last Closing

USD 20.73

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.19M

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: 2024-09-21 )

ETFs Containing IEZ

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 -5.43% 19% F 18% F
Dividend Return 0.82% 29% F 19% F
Total Return -4.61% 19% F 17% F
Trailing 12 Months  
Capital Gain -14.27% 13% F 12% F
Dividend Return 1.30% 25% F 18% F
Total Return -12.97% 13% F 11% F
Trailing 5 Years  
Capital Gain 7.19% 6% D- 49% F
Dividend Return 4.48% 7% C- 13% F
Total Return 11.67% 6% D- 38% F
Average Annual (5 Year Horizon)  
Capital Gain 23.78% 44% F 86% B+
Dividend Return 24.84% 31% F 85% B
Total Return 1.06% 13% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 39.09% 56% F 24% F
Risk Adjusted Return 63.55% 38% F 79% 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:

There is nothing we particularly like

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.