IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 68.58

Change

+0.18 (+0.26)%

Market Cap

N/A

Volume

0.08M

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: 2024-11-13 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

+0.24 (+0.30%)

USD 16.40B
FSTA Fidelity® MSCI Consumer Stapl..

+0.03 (+0.06%)

USD 1.21B
KXI iShares Global Consumer Staple..

N/A

USD 0.71B
FXG First Trust Consumer Staples A..

-0.06 (-0.09%)

USD 0.39B
PBJ Invesco Dynamic Food & Beverag..

-0.18 (-0.38%)

N/A
RHS Invesco S&P 500® Equal Weight..

N/A

N/A
VDC Vanguard Consumer Staples Inde..

+0.17 (+0.08%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.32% 38% F 50% F
Dividend Return 1.89% 75% C 35% F
Total Return 9.20% 38% F 46% F
Trailing 12 Months  
Capital Gain 9.55% 25% F 43% F
Dividend Return 2.78% 50% F 38% F
Total Return 12.32% 38% F 39% F
Trailing 5 Years  
Capital Gain 60.86% 100% F 74% C
Dividend Return 15.28% 100% F 49% F
Total Return 76.14% 100% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.77% 75% C 65% D
Dividend Return 11.54% 88% B+ 64% D
Total Return 1.77% 63% D 43% F
Risk Return Profile  
Volatility (Standard Deviation) 20.47% 25% F 54% F
Risk Adjusted Return 56.39% 38% F 73% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.