ducovest

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

ETF | Financial |

Last Closing

USD 115.32

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.17M

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®..

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
IXG iShares Global 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 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 35.02% 88% B+ 89% A-
Dividend Return 1.14% 18% F 21% F
Total Return 36.16% 88% B+ 88% B+
Trailing 12 Months  
Capital Gain 46.46% 71% C- 88% B+
Dividend Return 1.76% 29% F 24% F
Total Return 48.21% 65% D 88% B+
Trailing 5 Years  
Capital Gain 71.40% 76% C+ 78% C+
Dividend Return 9.39% 6% D- 26% F
Total Return 80.79% 76% C+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.16% 35% F 70% C-
Dividend Return 13.62% 29% F 69% C-
Total Return 1.46% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 23.94% 82% B 46% F
Risk Adjusted Return 56.87% 35% 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:
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.