IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 94.53

Change

+0.29 (+0.31)%

Market Cap

N/A

Volume

8.00K

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 IXG

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 20.30% 70% C- 81% B-
Dividend Return 1.86% 65% D 40% F
Total Return 22.16% 74% C 80% B-
Trailing 12 Months  
Capital Gain 32.43% 30% F 81% B-
Dividend Return 3.35% 61% D- 48% F
Total Return 35.78% 30% F 81% B-
Trailing 5 Years  
Capital Gain 47.86% 52% F 70% C-
Dividend Return 11.81% 78% C+ 44% F
Total Return 59.67% 52% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.03% 35% F 70% C-
Dividend Return 13.17% 24% F 70% C-
Total Return 2.15% 65% D 47% F
Risk Return Profile  
Volatility (Standard Deviation) 22.67% 88% B+ 45% F
Risk Adjusted Return 58.10% 65% D 75% C
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:
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.