IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 74.74

Change

+0.40 (+0.54)%

Market Cap

N/A

Volume

0.03M

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: 2024-10-30 )

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Symbol Name Price(Change) Market Cap
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FNCL Fidelity® MSCI Financials Ind..

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BIZD VanEck BDC Income ETF

-0.06 (-0.37%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.38 (+0.71%)

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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
IXG iShares Global Financials ETF

+0.10 (+0.10%)

N/A
IYF iShares U.S. Financials ETF

+0.21 (+0.19%)

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

-0.99 (-0.73%)

N/A

ETFs Containing IYG

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 -58.29% 6% D- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -58.29% 6% D- 13% F
Trailing 12 Months  
Capital Gain -50.09% 12% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -50.09% 12% F 13% F
Trailing 5 Years  
Capital Gain -47.79% 6% D- 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.79% 6% D- 23% F
Average Annual (5 Year Horizon)  
Capital Gain 11.49% 29% F 70% C-
Dividend Return 13.02% 18% F 68% D+
Total Return 1.54% 24% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 27.85% 47% F 38% F
Risk Adjusted Return 46.77% 29% F 64% D
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:

There is nothing we particularly like

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.

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.