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

ETF | Financial |

Last Closing

USD 116.94

Change

-0.72 (-0.61)%

Market Cap

N/A

Volume

0.31M

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: 2024-12-03 )

Largest Industry Peers for Financial

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

-0.38 (-0.75%)

USD 52.89B
VFH Vanguard Financials Index Fund..

-0.79 (-0.63%)

USD 12.03B
FNCL Fidelity® MSCI Financials Ind..

-0.44 (-0.61%)

USD 2.12B
BIZD VanEck BDC Income ETF

N/A

USD 1.31B
FXO First Trust Financials AlphaDE..

-0.32 (-0.55%)

USD 1.08B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.02 (-0.11%)

USD 0.02B
IXG iShares Global Financials ETF

-0.50 (-0.49%)

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

-0.55 (-0.67%)

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

-0.16 (-0.11%)

N/A

ETFs Containing IYF

MVFG 4.77 % 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 36.92% 88% B+ 87% B+
Dividend Return 1.14% 18% F 20% F
Total Return 38.06% 88% B+ 87% B+
Trailing 12 Months  
Capital Gain 43.94% 76% C+ 87% B+
Dividend Return 1.70% 29% F 24% F
Total Return 45.65% 71% C- 86% B+
Trailing 5 Years  
Capital Gain 73.51% 71% C- 77% C+
Dividend Return 9.38% 6% D- 26% F
Total Return 82.89% 71% C- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.66% 41% F 71% C-
Dividend Return 14.13% 29% F 70% C-
Total Return 1.47% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.12% 76% C+ 45% F
Risk Adjusted Return 58.57% 35% F 74% 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.