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

ETF | Financial |

Last Closing

USD 47.03

Change

+0.60 (+1.29)%

Market Cap

N/A

Volume

0.68M

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: 2024-09-26 )

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

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IYF iShares U.S. Financials ETF

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N/A

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 12.40% 32% F 62% D
Dividend Return 2.60% 84% B 51% F
Total Return 15.00% 32% F 63% D
Trailing 12 Months  
Capital Gain 41.61% 89% A- 87% B+
Dividend Return 4.72% 84% B 64% D
Total Return 46.34% 95% A 88% B+
Trailing 5 Years  
Capital Gain 0.75% 21% F 43% F
Dividend Return 12.02% 74% C 45% F
Total Return 12.77% 5% F 37% 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.