ducovest

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

ETF | Financial |

Last Closing

USD 108.49

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.23M

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
IXG iShares Global 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 IYF

MVFG Northern Lights Fund Trus.. 4.55 % 0.00 %

N/A

 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 -1.89% 76% C+ 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.89% 76% C+ 31% F
Trailing 12 Months  
Capital Gain 27.89% 82% B 86% B+
Dividend Return 1.15% 12% F 18% F
Total Return 29.04% 82% B 85% B
Trailing 5 Years  
Capital Gain 55.84% 76% C+ 77% C+
Dividend Return 8.69% 6% D- 26% F
Total Return 64.53% 76% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.78% 41% F 73% C
Dividend Return 15.26% 29% F 72% C
Total Return 1.48% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.22% 71% C- 45% F
Risk Adjusted Return 63.01% 35% F 76% 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.