ducovest

IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 94.45

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.80K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-11 )

Largest Industry Peers for Financial

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

N/A

 USD 47.66B
VFH Vanguard Financials Index Fund..

N/A

 USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

N/A

 USD 2.06B
FXO First Trust Financials AlphaDE..

N/A

 USD 2.01B
BIZD VanEck BDC Income ETF

N/A

 USD 1.35B
VPC Virtus Private Credit ETF

N/A

 USD 0.05B
BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.02B
IYF iShares U.S. Financials ETF

N/A

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

N/A

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

N/A

 N/A

ETFs Containing IXG

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 -1.68% 82% B 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.68% 82% B 33% F
Trailing 12 Months  
Capital Gain 21.17% 47% F 80% B-
Dividend Return 3.25% 82% B 48% F
Total Return 24.42% 59% D- 81% B-
Trailing 5 Years  
Capital Gain 36.84% 41% F 70% C-
Dividend Return 14.40% 82% B 48% F
Total Return 51.24% 41% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 14.31% 47% F 74% C
Dividend Return 16.51% 35% F 74% C
Total Return 2.20% 71% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 22.31% 88% B+ 49% F
Risk Adjusted Return 73.98% 76% C+ 84% B
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:
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.

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:
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.