IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 51.91

Change

-0.90 (-1.70)%

Market Cap

N/A

Volume

1.06M

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: 2025-01-16 )

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FXO First Trust Financials AlphaDE..

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BIZD VanEck BDC Income ETF

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VPC Virtus Private Credit ETF

+0.16 (+0.75%)

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BDCZ UBS AG London Branch ELKS 4

+0.22 (+1.15%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.98 (+0.86%)

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

+0.38 (+0.47%)

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

+2.68 (+1.82%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

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 3.08% 76% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.08% 76% C+ 74% C
Trailing 12 Months  
Capital Gain 30.20% 53% F 84% B
Dividend Return 2.73% 71% C- 42% F
Total Return 32.93% 59% D- 84% B
Trailing 5 Years  
Capital Gain 4.03% 24% F 52% F
Dividend Return 13.08% 59% D- 43% F
Total Return 17.11% 6% D- 46% F
Average Annual (5 Year Horizon)  
Capital Gain 11.83% 18% F 68% D+
Dividend Return 14.41% 12% F 70% C-
Total Return 2.58% 82% B 58% F
Risk Return Profile  
Volatility (Standard Deviation) 40.22% 12% F 25% F
Risk Adjusted Return 35.82% 12% F 50% F
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 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.

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.

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.