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

ETF | Financial |

Last Closing

USD 115.79

Change

+0.47 (+0.41)%

Market Cap

N/A

Volume

0.20M

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: 2024-11-18 )

Largest Industry Peers for Financial

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

+0.15 (+0.30%)

USD 44.04B
VFH Vanguard Financials Index Fund..

+0.42 (+0.34%)

USD 11.30B
FNCL Fidelity® MSCI Financials Ind..

+0.30 (+0.42%)

USD 1.97B
BIZD VanEck BDC Income ETF

+0.12 (+0.74%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.11 (+0.19%)

USD 0.93B
VPC Virtus Private Credit ETF

+0.01 (+0.04%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.10 (+0.56%)

USD 0.02B
IXG iShares Global Financials ETF

+0.30 (+0.30%)

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

+0.20 (+0.25%)

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

+1.37 (+0.92%)

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 35.57% 88% B+ 89% A-
Dividend Return 1.14% 18% F 20% F
Total Return 36.71% 88% B+ 88% B+
Trailing 12 Months  
Capital Gain 46.57% 71% C- 88% B+
Dividend Return 1.75% 29% F 24% F
Total Return 48.32% 65% D 88% B+
Trailing 5 Years  
Capital Gain 72.69% 82% B 78% C+
Dividend Return 9.42% 6% D- 26% F
Total Return 82.12% 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.