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

ETF | Financial |

Last Closing

USD 112.39

Change

+0.32 (+0.29)%

Market Cap

N/A

Volume

0.11M

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: 2024-12-26 )

Largest Industry Peers for Financial

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

+0.12 (+0.24%)

USD 47.66B
VFH Vanguard Financials Index Fund..

+0.25 (+0.21%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.30 (+0.43%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.28 (+0.51%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.11 (+0.65%)

USD 1.35B
VPC Virtus Private Credit ETF

+0.03 (+0.14%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.07 (+0.37%)

USD 0.02B
IXG iShares Global Financials ETF

+0.37 (+0.38%)

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

+0.18 (+0.23%)

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

+0.45 (+0.31%)

N/A

ETFs Containing IYF

MVFG Northern Lights Fund Trus.. 4.55 % 0.00 %

+0.08 (+0.29%)

USD 0.06B

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 31.59% 82% B 87% B+
Dividend Return 1.14% 12% F 18% F
Total Return 32.73% 82% B 86% B+
Trailing 12 Months  
Capital Gain 31.17% 82% B 87% B+
Dividend Return 1.14% 12% F 18% F
Total Return 32.31% 82% B 86% B+
Trailing 5 Years  
Capital Gain 63.08% 76% C+ 78% C+
Dividend Return 8.78% 6% D- 26% F
Total Return 71.86% 71% C- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.28% 41% F 72% C
Dividend Return 14.76% 29% F 71% C-
Total Return 1.48% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.23% 71% C- 46% F
Risk Adjusted Return 60.91% 35% F 75% 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:

There is nothing we particularly like

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.