IAK:NYE-iShares U.S. Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 128.4326

Change

+0.52 (+0.41)%

Market Cap

N/A

Volume

0.09M

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: 2024-10-30 )

Largest Industry Peers for Financial

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

+0.21 (+0.45%)

USD 44.27B
VFH Vanguard Financials Index Fund..

+0.67 (+0.59%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

+0.27 (+0.41%)

USD 1.82B
BIZD VanEck BDC Income ETF

-0.06 (-0.37%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.38 (+0.71%)

USD 0.94B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.04 (-0.19%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.21 (+0.19%)

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

+0.40 (+0.54%)

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

-0.99 (-0.73%)

N/A

ETFs Containing IAK

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 28.28% 94% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.28% 94% A 85% B
Trailing 12 Months  
Capital Gain 34.89% 41% F 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.89% 41% F 76% C+
Trailing 5 Years  
Capital Gain 84.37% 88% B+ 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 84.37% 88% B+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 18.15% 82% B 80% B-
Dividend Return 19.84% 82% B 80% B-
Total Return 1.69% 41% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 18.21% 100% F 59% D-
Risk Adjusted Return 108.94% 100% F 98% N/A
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.

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:
Below median total returns

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