IAK:NYE-iShares U.S. Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 129.05

Change

+0.26 (+0.20)%

Market Cap

N/A

Volume

0.06M

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: 2024-09-30 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

+0.17 (+0.38%)

USD 42.90B
VFH Vanguard Financials Index Fund..

+0.32 (+0.29%)

USD 10.13B
FNCL Fidelity® MSCI Financials Ind..

+0.23 (+0.36%)

USD 1.77B
BIZD VanEck BDC Income ETF

N/A

USD 1.20B
FXO First Trust Financials AlphaDE..

+0.17 (+0.33%)

USD 0.92B
VPC Virtus Private Credit ETF

+0.03 (+0.13%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.01 (-0.06%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.43 (+0.42%)

N/A
IYG iShares U.S. Financial Service..

+0.28 (+0.40%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.02 (-0.02%)

N/A

ETFs Containing IAK

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 28.90% 97% N/A 89% A-
Dividend Return 1.16% 21% F 22% F
Total Return 30.05% 97% N/A 88% B+
Trailing 12 Months  
Capital Gain 42.06% 74% C 86% B+
Dividend Return 1.75% 15% F 25% F
Total Return 43.81% 74% C 85% B
Trailing 5 Years  
Capital Gain 86.46% 85% B 81% B-
Dividend Return 9.00% 26% F 30% F
Total Return 95.47% 85% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 17.03% N/A N/A 80% B-
Dividend Return 18.73% N/A N/A 80% B-
Total Return 1.70% N/A N/A 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.66% N/A N/A 55% F
Risk Adjusted Return 100.37% N/A N/A 97% N/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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike