ducovest

IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 54.49

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Financial

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

N/A

 USD 44.04B
VFH Vanguard Financials Index Fund..

N/A

 USD 11.30B
FNCL Fidelity® MSCI Financials Ind..

N/A

 USD 1.97B
BIZD VanEck BDC Income ETF

N/A

 USD 1.23B
FXO First Trust Financials AlphaDE..

N/A

 USD 0.93B
VPC Virtus Private Credit ETF

N/A

 USD 0.05B
BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.02B
IYF iShares U.S. Financials ETF

N/A

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

N/A

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

N/A

 N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

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 30.23% 35% F 86% B+
Dividend Return 2.60% 82% B 45% F
Total Return 32.83% 53% F 87% B+
Trailing 12 Months  
Capital Gain 49.49% 82% B 89% A-
Dividend Return 4.31% 82% B 55% F
Total Return 53.80% 88% B+ 89% A-
Trailing 5 Years  
Capital Gain 10.53% 24% F 52% F
Dividend Return 14.06% 65% D 45% F
Total Return 24.59% 6% D- 47% F
Average Annual (5 Year Horizon)  
Capital Gain 10.07% 18% F 65% D
Dividend Return 12.58% 6% D- 66% D+
Total Return 2.51% 76% C+ 58% F
Risk Return Profile  
Volatility (Standard Deviation) 40.12% 12% F 25% F
Risk Adjusted Return 31.37% 12% F 47% F
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.