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

ETF | Financial |

Last Closing

USD 108.2

Change

-0.40 (-0.37)%

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: 2024-10-29 )

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
IXG iShares Global Financials ETF

-0.48 (-0.50%)

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

-0.34 (-0.46%)

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

+0.12 (+0.09%)

N/A

ETFs Containing IYF

MVFG 4.41 % 0.00 %

N/A

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 -36.66% 18% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -36.66% 24% F 20% F
Trailing 12 Months  
Capital Gain -25.45% 18% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -25.45% 24% F 20% F
Trailing 5 Years  
Capital Gain -17.43% 18% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.43% 24% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 12.16% 41% F 71% C-
Dividend Return 13.62% 24% F 70% C-
Total Return 1.47% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.68% 82% B 46% F
Risk Adjusted Return 57.54% 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.