RXI:NYE-iShares Global Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 177.77

Change

+4.10 (+2.36)%

Market Cap

N/A

Volume

1.60K

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
IYC iShares US Consumer Discretion..

+0.41 (+0.47%)

N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 99.92 % 0.65 %

+1.23 (+2.24%)

CAD 0.07B

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 11.76% 31% F 60% D-
Dividend Return 0.86% 91% A- 17% F
Total Return 12.62% 38% F 54% F
Trailing 12 Months  
Capital Gain 21.60% 15% F 60% D-
Dividend Return 1.37% 92% A 19% F
Total Return 22.97% 15% F 55% F
Trailing 5 Years  
Capital Gain 49.46% 38% F 69% C-
Dividend Return 4.74% 64% D 14% F
Total Return 54.21% 38% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.70% 33% F 67% D+
Dividend Return 10.46% 33% F 64% D
Total Return 0.76% 83% B 17% F
Risk Return Profile  
Volatility (Standard Deviation) 23.02% 92% A 45% F
Risk Adjusted Return 45.42% 50% 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:
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.

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.