IAI:NYE-iShares U.S. Broker-Dealers & Securities Exchanges ETF (USD)

ETF | Financial |

Last Closing

USD 137.19

Change

-1.29 (-0.93)%

Market Cap

N/A

Volume

0.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Financial

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

-0.38 (-0.80%)

USD 45.58B
VFH Vanguard Financials Index Fund..

-1.23 (-1.06%)

USD 10.24B
FNCL Fidelity® MSCI Financials Ind..

-0.75 (-1.11%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.09 (+0.54%)

USD 1.22B
FXO First Trust Financials AlphaDE..

-0.77 (-1.42%)

USD 0.96B
KBWD Invesco KBW High Dividend Yiel..

-0.35 (-2.28%)

USD 0.39B
VPC Virtus Private Credit ETF

-0.03 (-0.14%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.07 (+0.39%)

USD 0.02B
IYF iShares U.S. Financials ETF

-1.02 (-0.93%)

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

-0.70 (-0.93%)

N/A

ETFs Containing IAI

SIJ ProShares UltraShort Indu.. 9.51 % 0.95 %

+0.06 (+1.84%)

USD 1.26M
SZK ProShares UltraShort Cons.. 4.69 % 0.95 %

+0.22 (+1.84%)

USD 0.83M
RXD ProShares UltraShort Heal.. 0.00 % 0.77 %

+0.25 (+1.84%)

N/A
RXD ProShares UltraShort Heal.. 0.00 % 0.95 %

+0.25 (+1.84%)

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 26.41% 89% A- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.41% 89% A- 83% B
Trailing 12 Months  
Capital Gain 57.69% 94% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 57.69% 94% A 86% B+
Trailing 5 Years  
Capital Gain 115.81% 94% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 115.81% 94% A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.90% 88% B+ 81% B-
Dividend Return 20.46% 88% B+ 81% B-
Total Return 1.56% 35% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.32% 41% F 36% F
Risk Adjusted Return 69.78% 82% B 84% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.