IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 96.01

Change

+1.22 (+1.28)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-05 )

Largest Industry Peers for Financial

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

+0.43 (+0.93%)

USD 44.27B
VFH Vanguard Financials Index Fund..

+1.28 (+1.14%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

+0.76 (+1.16%)

USD 1.82B
BIZD VanEck BDC Income ETF

+0.10 (+0.63%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.66 (+1.27%)

USD 0.93B
VPC Virtus Private Credit ETF

N/A

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.11 (+0.59%)

USD 0.02B
IYF iShares U.S. Financials ETF

+1.32 (+1.25%)

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

+0.89 (+1.22%)

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

+2.07 (+1.56%)

N/A

ETFs Containing IXG

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 22.18% 65% D 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.18% 65% D 80% B-
Trailing 12 Months  
Capital Gain 35.17% 47% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.17% 47% F 79% B-
Trailing 5 Years  
Capital Gain 41.38% 59% D- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.38% 59% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.51% 53% F 72% C
Dividend Return 14.65% 41% F 72% C
Total Return 2.14% 65% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 22.48% 88% B+ 47% F
Risk Adjusted Return 65.18% 71% C- 80% 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:
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 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.