IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 70.52

Change

-0.31 (-0.44)%

Market Cap

N/A

Volume

0.74M

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 Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

-0.20 (-0.24%)

USD 18.44B
FSTA Fidelity® MSCI Consumer Stapl..

-0.12 (-0.23%)

USD 1.18B
KXI iShares Global Consumer Staple..

-0.09 (-0.14%)

USD 0.74B
FXG First Trust Consumer Staples A..

-0.32 (-0.47%)

USD 0.41B
PBJ Invesco Dynamic Food & Beverag..

+0.03 (+0.07%)

N/A
VDC Vanguard Consumer Staples Inde..

-0.66 (-0.30%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.35% 57% F 57% F
Dividend Return 1.08% 43% F 24% F
Total Return 11.43% 43% F 52% F
Trailing 12 Months  
Capital Gain 12.01% 29% F 41% F
Dividend Return 1.94% 43% F 29% F
Total Return 13.95% 29% F 38% F
Trailing 5 Years  
Capital Gain 68.17% 100% F 77% C+
Dividend Return 11.85% 71% C- 43% F
Total Return 80.02% 100% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.83% 100% F 72% C
Dividend Return 13.61% 100% F 71% C-
Total Return 1.78% 57% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 16.95% 14% F 59% D-
Risk Adjusted Return 80.31% 29% F 90% A-
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.