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

ETF | Equity Energy |

Last Closing

USD 47.44

Change

+0.61 (+1.30)%

Market Cap

N/A

Volume

0.29M

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 Equity Energy

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

+0.36 (+0.41%)

USD 34.35B
VDE Vanguard Energy Index Fund ETF..

+1.48 (+1.19%)

USD 7.61B
FENY Fidelity® MSCI Energy Index E..

+0.30 (+1.24%)

USD 1.62B
OIH VanEck Oil Services ETF

+2.42 (+0.83%)

USD 1.57B
FXN First Trust Energy AlphaDEX® ..

+0.17 (+1.02%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

+0.38 (+0.59%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

+0.02 (+0.07%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.25 (+1.00%)

USD 0.09B
PSCE Invesco S&P SmallCap Energy ET..

-0.02 (-0.04%)

USD 0.09B
PXI Invesco DWA Energy Momentum ET..

+0.30 (+0.69%)

USD 0.07B

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 7.52% 100% F 50% F
Dividend Return 1.35% 50% F 31% F
Total Return 8.88% 94% A 45% F
Trailing 12 Months  
Capital Gain -0.57% 100% F 20% F
Dividend Return 2.70% 72% C 40% F
Total Return 2.13% 94% A 20% F
Trailing 5 Years  
Capital Gain 46.33% 39% F 69% C-
Dividend Return 14.21% 35% F 53% F
Total Return 60.54% 44% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 22.84% 31% F 85% B
Dividend Return 25.96% 38% F 86% B+
Total Return 3.12% 69% C- 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 34.35% 75% C 29% F
Risk Adjusted Return 75.58% 50% F 88% 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.