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

ETF | Financial |

Last Closing

USD 114.52

Change

+7.34 (+6.85)%

Market Cap

N/A

Volume

0.63M

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: 2024-11-06 )

Largest Industry Peers for Financial

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

+2.84 (+6.08%)

USD 44.27B
VFH Vanguard Financials Index Fund..

+7.71 (+6.77%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

+4.42 (+6.68%)

USD 1.82B
BIZD VanEck BDC Income ETF

+0.34 (+2.13%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+4.04 (+7.67%)

USD 0.93B
VPC Virtus Private Credit ETF

+0.32 (+1.47%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.38 (+2.10%)

USD 0.02B
IXG iShares Global Financials ETF

+3.30 (+3.44%)

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

+5.50 (+7.43%)

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

+10.13 (+7.50%)

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 -32.96% 18% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -32.96% 18% F 15% F
Trailing 12 Months  
Capital Gain -24.15% 18% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -24.15% 18% F 15% F
Trailing 5 Years  
Capital Gain -14.22% 18% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.22% 18% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 12.12% 35% F 71% C-
Dividend Return 13.59% 24% F 70% C-
Total Return 1.46% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.73% 82% B 45% F
Risk Adjusted Return 57.25% 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.