IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 143.16

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.04M

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: 2024-11-16 )

Largest Industry Peers for Large Blend

ETFs Containing IYY

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.85% 60% D- 79% B-
Dividend Return 0.92% 29% F 15% F
Total Return 23.77% 61% D- 78% C+
Trailing 12 Months  
Capital Gain 30.43% 75% C 78% C+
Dividend Return 1.40% 31% F 17% F
Total Return 31.83% 74% C 77% C+
Trailing 5 Years  
Capital Gain 84.84% 60% D- 82% B
Dividend Return 8.91% 34% F 25% F
Total Return 93.75% 58% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.48% 44% F 71% C-
Dividend Return 13.64% 43% F 69% C-
Total Return 1.16% 33% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 21.29% 32% F 52% F
Risk Adjusted Return 64.10% 29% F 79% 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:

There is nothing we particularly like

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.

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.