IYC:NYE-iShares US Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 88.29

Change

+0.41 (+0.47)%

Market Cap

N/A

Volume

0.03M

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 Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

+0.85 (+0.43%)

USD 19.26B
VCR Vanguard Consumer Discretionar..

+1.43 (+0.42%)

USD 5.86B
FDIS Fidelity® MSCI Consumer Discr..

+0.31 (+0.35%)

USD 1.75B
FXD First Trust Consumer Discretio..

+0.71 (+1.13%)

USD 1.51B
IBUY Amplify Online Retail ETF

+1.03 (+1.73%)

USD 0.17B
ONLN ProShares Online Retail

+1.36 (+3.12%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

+0.69 (+2.02%)

USD 0.06B
CARZ First Trust S-Network Future V..

+2.14 (+3.77%)

USD 0.03B
XHB SPDR® S&P Homebuilders ETF

+1.09 (+0.90%)

N/A
PEJ Invesco Dynamic Leisure and En..

+0.51 (+1.08%)

N/A

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.10 (-0.82%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.52% 77% C+ 73% C
Dividend Return 0.47% 45% F 8% B-
Total Return 16.99% 77% C+ 69% C-
Trailing 12 Months  
Capital Gain 32.27% 69% C- 79% B-
Dividend Return 0.77% 58% F 9% A-
Total Return 33.04% 69% C- 76% C+
Trailing 5 Years  
Capital Gain 63.67% 54% F 75% C
Dividend Return 3.32% 27% F 11% F
Total Return 66.99% 54% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.37% 42% F 69% C-
Dividend Return 10.94% 42% F 64% D
Total Return 0.56% 50% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 24.08% 75% C 43% F
Risk Adjusted Return 45.41% 42% F 63% D
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.