ducovest

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

ETF | Financial |

Last Closing

USD 136.41

Change

+0.12 (+0.09)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Financial

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

-0.29 (-0.61%)

 USD 44.27B
VFH Vanguard Financials Index Fund..

-0.68 (-0.59%)

 USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

-0.30 (-0.45%)

 USD 1.82B
BIZD VanEck BDC Income ETF

-0.18 (-1.09%)

 USD 1.23B
FXO First Trust Financials AlphaDE..

-0.22 (-0.41%)

 USD 0.94B
VPC Virtus Private Credit ETF

-0.26 (-1.16%)

 USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.24 (-1.26%)

 USD 0.02B
IYF iShares U.S. Financials ETF

-0.40 (-0.37%)

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

-0.34 (-0.46%)

 N/A
IAK iShares U.S. Insurance ETF

-1.05 (-0.81%)

 N/A

ETFs Containing IAI

SIJ ProShares UltraShort Indu.. 9.51 % 0.95 %

+0.03 (+1.89%)

 USD 1.34M
SZK ProShares UltraShort Cons.. 4.69 % 0.95 %

+0.23 (+1.89%)

 USD 0.86M
RXD ProShares UltraShort Heal.. 0.00 % 0.77 %

+0.06 (+1.89%)

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

+0.06 (+1.89%)

 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 25.69% 88% B+ 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.69% 88% B+ 83% B
Trailing 12 Months  
Capital Gain 56.25% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 56.25% 94% A 86% B+
Trailing 5 Years  
Capital Gain 111.69% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 111.69% 94% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 19.16% 88% B+ 81% B-
Dividend Return 20.72% 88% B+ 81% B-
Total Return 1.56% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 29.40% 41% F 36% F
Risk Adjusted Return 70.47% 88% 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.