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

ETF | Equity Energy |

Last Closing

USD 45.12

Change

-0.89 (-1.93)%

Market Cap

N/A

Volume

0.58M

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 )

Largest Industry Peers for Equity Energy

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

-1.71 (-1.96%)

USD 36.29B
VDE Vanguard Energy Index Fund ETF..

-2.56 (-2.08%)

USD 7.88B
OIH VanEck Oil Services ETF

-8.89 (-3.12%)

USD 1.72B
FENY Fidelity® MSCI Energy Index E..

-0.50 (-2.09%)

USD 1.62B
FXN First Trust Energy AlphaDEX® ..

-0.56 (-3.41%)

USD 0.43B
CNRG SPDR® Kensho Clean Power ETF

+1.25 (+1.97%)

USD 0.17B
FTXN First Trust Nasdaq Oil & Gas E..

-0.93 (-3.18%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.66 (-2.22%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.39 (-1.58%)

USD 0.09B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.70 (-2.42%)

USD 0.06B

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 2.27% 94% A 31% F
Dividend Return 2.14% 67% D+ 45% F
Total Return 4.41% 94% A 28% F
Trailing 12 Months  
Capital Gain -6.68% 82% B 14% F
Dividend Return 2.69% 65% D 41% F
Total Return -3.99% 76% C+ 14% F
Trailing 5 Years  
Capital Gain 41.13% 35% F 65% D
Dividend Return 15.49% 31% F 57% F
Total Return 56.62% 35% F 67% D+
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.