IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 103.18

Change

+0.07 (+0.07)%

Market Cap

N/A

Volume

0.10M

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: 2024-10-02 )

Largest Industry Peers for Financial

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

+0.05 (+0.11%)

USD 42.90B
VFH Vanguard Financials Index Fund..

+0.08 (+0.07%)

USD 10.13B
FNCL Fidelity® MSCI Financials Ind..

+0.11 (+0.17%)

USD 1.77B
BIZD VanEck BDC Income ETF

+0.05 (+0.31%)

USD 1.20B
FXO First Trust Financials AlphaDE..

+0.08 (+0.16%)

USD 0.92B
VPC Virtus Private Credit ETF

+0.04 (+0.20%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.04 (+0.24%)

USD 0.02B
IXG iShares Global Financials ETF

+0.12 (+0.13%)

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

+0.05 (+0.07%)

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

+0.38 (+0.30%)

N/A

ETFs Containing IYF

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 20.81% 82% B 81% B-
Dividend Return 1.14% 18% F 23% F
Total Return 21.94% 82% B 79% B-
Trailing 12 Months  
Capital Gain 41.17% 71% C- 84% B
Dividend Return 1.89% 35% F 27% F
Total Return 43.06% 71% C- 83% B
Trailing 5 Years  
Capital Gain 62.46% 65% D 74% C
Dividend Return 8.21% 12% F 26% F
Total Return 70.67% 53% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.22% N/A N/A 73% C
Dividend Return 13.70% N/A N/A 71% C-
Total Return 1.48% N/A N/A 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.26% N/A N/A 44% F
Risk Adjusted Return 58.89% N/A N/A 75% C
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