IYC:NYE-iShares US Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 99.63

Change

+1.77 (+1.81)%

Market Cap

N/A

Volume

0.06M

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: 2024-12-24 )

Largest Industry Peers for Consumer Cyclical

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

+5.30 (+2.31%)

USD 24.69B
VCR Vanguard Consumer Discretionar..

+8.62 (+2.25%)

USD 6.68B
FDIS Fidelity® MSCI Consumer Discr..

+2.16 (+2.17%)

USD 2.06B
FXD First Trust Consumer Discretio..

+0.62 (+0.95%)

USD 1.57B
IBUY Amplify Online Retail ETF

+0.42 (+0.64%)

USD 0.19B
ONLN ProShares Online Retail

+0.11 (+0.24%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

+0.31 (+0.87%)

USD 0.04B
RXI iShares Global Consumer Discre..

+2.55 (+1.37%)

N/A
XHB SPDR® S&P Homebuilders ETF

+0.56 (+0.53%)

N/A
PEJ Invesco Dynamic Leisure and En..

+0.50 (+0.95%)

N/A

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.38 (-4.28%)

N/A

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 31.49% 100% F 87% B+
Dividend Return 0.59% 36% F 7% C-
Total Return 32.08% 100% F 86% B+
Trailing 12 Months  
Capital Gain 30.80% 100% F 87% B+
Dividend Return 0.59% 36% F 6% D-
Total Return 31.39% 100% F 86% B+
Trailing 5 Years  
Capital Gain 73.35% 62% D 82% B
Dividend Return 3.72% 20% F 9% A-
Total Return 77.07% 62% D 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.66% 23% F 62% D
Dividend Return 9.23% 23% F 57% F
Total Return 0.56% 54% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 27.34% 77% C+ 40% F
Risk Adjusted Return 33.75% 23% F 48% F
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.