IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 94.32

Change

-0.21 (-0.22)%

Market Cap

N/A

Volume

7.10K

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: 2024-09-24 )

Largest Industry Peers for Financial

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

-0.38 (-0.84%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-1.01 (-0.91%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

-0.63 (-0.98%)

USD 1.78B
BIZD VanEck BDC Income ETF

-0.01 (-0.06%)

USD 1.18B
FXO First Trust Financials AlphaDE..

-0.17 (-0.33%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.02 (+0.09%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.02 (-0.08%)

USD 0.03B
IYF iShares U.S. Financials ETF

-0.37 (-0.36%)

N/A
IYG iShares U.S. Financial Service..

-0.68 (-0.95%)

N/A
IAI iShares U.S. Broker-Dealers & ..

+0.36 (+0.28%)

N/A

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 20.03% 76% C+ 80% B-
Dividend Return 1.86% 71% C- 40% F
Total Return 21.89% 76% C+ 79% B-
Trailing 12 Months  
Capital Gain 33.75% 29% F 79% B-
Dividend Return 3.39% 65% D 48% F
Total Return 37.14% 29% F 80% B-
Trailing 5 Years  
Capital Gain 47.72% 41% F 69% C-
Dividend Return 11.82% 76% C+ 43% F
Total Return 59.54% 41% F 69% 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.