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

ETF | Financial |

Last Closing

USD 48.04

Change

-0.34 (-0.70)%

Market Cap

N/A

Volume

0.27M

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: 2024-09-23 )

Largest Industry Peers for Financial

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

-0.22 (-0.48%)

USD 42.83B
VFH Vanguard Financials Index Fund..

+0.16 (+0.14%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

+0.06 (+0.09%)

USD 1.78B
KBWB Invesco KBW Bank ETF

-0.72 (-1.22%)

USD 1.71B
BIZD VanEck BDC Income ETF

+0.04 (+0.24%)

USD 1.18B
FXO First Trust Financials AlphaDE..

+0.01 (+0.02%)

USD 0.89B
KBWP Invesco KBW Property & Casualt..

+0.57 (+0.49%)

USD 0.41B
KBWD Invesco KBW High Dividend Yiel..

-0.24 (-1.55%)

USD 0.40B
PFI Invesco DWA Financial Momentum..

+0.10 (+0.18%)

USD 0.06B
KBWR Invesco KBW Regional Banking E..

-0.65 (-1.13%)

USD 0.05B

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 14.82% 35% F 71% C-
Dividend Return 1.54% 48% F 34% F
Total Return 16.36% 35% F 69% C-
Trailing 12 Months  
Capital Gain 40.67% 87% B+ 87% B+
Dividend Return 4.75% 83% B 63% D
Total Return 45.43% 87% B+ 88% B+
Trailing 5 Years  
Capital Gain 2.67% 26% F 46% F
Dividend Return 11.04% 61% D- 40% F
Total Return 13.71% 13% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 7.29% 18% F 62% D
Dividend Return 9.80% 6% D- 62% D
Total Return 2.51% 76% C+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 39.90% 18% F 24% F
Risk Adjusted Return 24.57% 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.