ducovest

IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 99.27

Change

0.00 (0.00)%

Market Cap

N/A

Volume

5.20K

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: 2024-11-17 )

Largest Industry Peers for Financial

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

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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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BIZD VanEck BDC Income ETF

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 USD 1.23B
FXO First Trust Financials AlphaDE..

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 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 IXG

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 26.33% 29% F 83% B
Dividend Return 1.86% 65% D 34% F
Total Return 28.19% 29% F 83% B
Trailing 12 Months  
Capital Gain 34.22% 24% F 82% B
Dividend Return 3.23% 65% D 43% F
Total Return 37.45% 29% F 82% B
Trailing 5 Years  
Capital Gain 47.44% 41% F 70% C-
Dividend Return 14.38% 71% C- 45% F
Total Return 61.82% 41% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.99% 53% F 72% C
Dividend Return 15.13% 41% F 72% C
Total Return 2.14% 65% D 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.42% 88% B+ 49% F
Risk Adjusted Return 67.47% 76% C+ 81% 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:
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 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.