ducovest

IAK:ARCA-iShares U.S. Insurance (USD)

ETF | Financial | NYSE Arca

Last Closing

USD 131.3

Change

+5.25 (+4.17)%

Market Cap

USD 0.12B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Select Insurance Index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the insurance sector of the U.S. equity market. The fund is non-diversified.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 01/05/2006

Primary Benchmark: DJ US Select Insurc TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.43 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
MTUS Metallus, Inc 4.46 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-06 )

Largest Industry Peers for Financial

Symbol Name Mer Price(Change) Market Cap
XLF Financial Select Sector SPDR®.. 0.13 %

-0.80 (-1.61%)

 USD 44.04B
VFH Vanguard Financials Index Fund.. 0.10 %

-2.09 (-1.72%)

 USD 10.56B
FNCL Fidelity® MSCI Financials Ind.. 0.08 %

-1.15 (-1.63%)

 USD 1.82B
BIZD VanEck BDC Income ETF 0.41 %

+0.01 (+0.06%)

 USD 1.23B
FXO First Trust Financials AlphaDE.. 0.63 %

-1.05 (-1.85%)

 USD 0.93B
VPC Virtus Private Credit ETF 0.00 %

+0.19 (+0.86%)

 USD 0.05B
BDCZ UBS AG London Branch ELKS 4 0.00 %

+0.04 (+0.19%)

 USD 0.02B
IYF iShares U.S. Financials ETF 0.42 %

-2.00 (-1.75%)

 N/A
IYG iShares U.S. Financial Service.. 0.42 %

-1.49 (-1.87%)

 N/A
IAI iShares U.S. Broker-Dealers & .. 0.42 %

-1.29 (-0.89%)

 N/A

ETFs Containing IAK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 31.14% 59% D- 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.14% 59% D- 84% B
Trailing 12 Months  
Capital Gain 38.50% 41% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.50% 41% F 79% B-
Trailing 5 Years  
Capital Gain 84.88% 88% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 84.88% 88% B+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.39% 82% B 80% B-
Dividend Return 20.07% 82% B 80% B-
Total Return 1.68% 41% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 18.07% 100% F 58% F
Risk Adjusted Return 111.11% 100% F 98% N/A
Market Capitalization 0.12B 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.