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

ETF | Financial |

Last Closing

USD 108.71

Change

-1.02 (-0.93)%

Market Cap

N/A

Volume

0.39M

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: 2024-10-21 )

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
IXG iShares Global Financials ETF

-1.07 (-1.10%)

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

-0.70 (-0.93%)

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 -36.36% 17% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -36.36% 28% F 18% F
Trailing 12 Months  
Capital Gain -24.20% 17% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -24.20% 28% F 18% F
Trailing 5 Years  
Capital Gain -16.58% 22% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -16.58% 28% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 12.22% 47% F 72% C
Dividend Return 13.69% 29% F 70% C-
Total Return 1.47% 18% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 23.59% 82% B 45% F
Risk Adjusted Return 58.06% 35% F 74% 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:
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.