IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 64.27

Change

-0.09 (-0.14)%

Market Cap

N/A

Volume

0.27M

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: 2025-01-07 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

-0.27 (-0.35%)

USD 16.47B
FSTA Fidelity® MSCI Consumer Stapl..

-0.16 (-0.33%)

USD 1.22B
KXI iShares Global Consumer Staple..

-0.05 (-0.08%)

USD 0.70B
FXG First Trust Consumer Staples A..

-0.29 (-0.46%)

USD 0.37B
PBJ Invesco Dynamic Food & Beverag..

-0.55 (-1.18%)

N/A
RHS Invesco S&P 500® Equal Weight..

N/A

N/A
VDC Vanguard Consumer Staples Inde..

-0.79 (-0.38%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.01% 14% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.01% 14% F 13% F
Trailing 12 Months  
Capital Gain -0.67% 25% F 34% F
Dividend Return 1.86% 63% D 30% F
Total Return 1.19% 25% F 27% F
Trailing 5 Years  
Capital Gain 44.65% 100% F 72% C
Dividend Return 14.03% 88% B+ 46% F
Total Return 58.69% 100% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 8.87% 63% D 62% D
Dividend Return 10.69% 75% C 61% D-
Total Return 1.82% 63% D 44% F
Risk Return Profile  
Volatility (Standard Deviation) 20.48% 25% F 54% F
Risk Adjusted Return 52.18% 38% F 66% D+
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:
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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.