ducovest

RXI:NYE-iShares Global Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 177.78

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.60K

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)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

N/A

 USD 21.20B
VCR Vanguard Consumer Discretionar..

N/A

 USD 6.12B
FDIS Fidelity® MSCI Consumer Discr..

N/A

 USD 1.92B
FXD First Trust Consumer Discretio..

N/A

 USD 1.49B
IBUY Amplify Online Retail ETF

N/A

 USD 0.17B
ONLN ProShares Online Retail

N/A

 USD 0.10B
GBUY Goldman Sachs Future Consumer ..

N/A

 USD 0.07B
RCD Invesco S&P 500® Equal Weight..

N/A

 N/A
IYC iShares US Consumer Discretion..

N/A

 N/A
XHB SPDR® S&P Homebuilders ETF

N/A

 N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 99.90 % 0.65 %

N/A

 CAD 0.08B

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.77% 23% F 61% D-
Dividend Return 0.86% 90% A- 13% F
Total Return 12.63% 23% F 56% F
Trailing 12 Months  
Capital Gain 17.50% 8% B- 60% D-
Dividend Return 1.32% 92% A 15% F
Total Return 18.82% 8% B- 55% F
Trailing 5 Years  
Capital Gain 44.80% 38% F 68% D+
Dividend Return 6.15% 80% B- 16% F
Total Return 50.95% 46% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.94% 31% F 65% D
Dividend Return 10.70% 31% F 62% D
Total Return 0.76% 85% B 19% F
Risk Return Profile  
Volatility (Standard Deviation) 23.12% 92% A 48% F
Risk Adjusted Return 46.27% 54% F 63% D
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.

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.