ducovest

EUFN:NSD-iShares MSCI Europe Financials ETF (USD)

ETF | Financial |

Last Closing

USD 23.4

Change

+0.04 (+0.17)%

Market Cap

USD 1.94B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index designed to measure the combined equity market performance of the financials sector of developed market countries in Europe.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
KBWB Invesco KBW Bank ETF

+0.16 (+0.24%)

 USD 2.87B
KBWP Invesco KBW Property & Casualt..

+0.54 (+0.46%)

 USD 0.48B
KBWD Invesco KBW High Dividend Yiel..

-0.02 (-0.14%)

 USD 0.40B
FTXO First Trust Nasdaq Bank ETF

+0.18 (+0.55%)

 USD 0.17B
QABA First Trust NASDAQ® ABA Commu..

+0.40 (+0.71%)

 USD 0.14B
PFI Invesco DWA Financial Momentum..

+0.52 (+0.91%)

 USD 0.08B
KBWR Invesco KBW Regional Banking E..

+0.58 (+0.96%)

 USD 0.06B
PSCF Invesco S&P SmallCap Financial..

+0.27 (+0.48%)

 USD 0.02B

ETFs Containing EUFN

HGM:CA 0.00 % 1.40 %

N/A

 N/A
QEH 0.00 % 1.68 %

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 11.64% 22% F 66% D+
Dividend Return 3.69% 89% A- 63% D
Total Return 15.33% 33% F 67% D+
Trailing 12 Months  
Capital Gain 11.75% 44% F 67% D+
Dividend Return 3.69% 89% A- 63% D
Total Return 15.44% 56% F 68% D+
Trailing 5 Years  
Capital Gain 20.25% 78% C+ 63% D
Dividend Return 18.70% 89% A- 74% C
Total Return 38.95% 78% C+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.96% 56% F 65% D
Dividend Return 15.97% 78% C+ 68% D+
Total Return 3.02% 89% A- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 22.41% 89% A- 73% C
Risk Adjusted Return 71.27% 89% A- 88% B+
Market Capitalization 1.94B 89% A- 78% C+

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike