ducovest

IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 98.78

Change

+0.71 (+0.72)%

Market Cap

N/A

Volume

0.07M

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: 2025-01-16 )

Largest Industry Peers for Financial

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

+0.33 (+0.67%)

 USD 46.80B
VFH Vanguard Financials Index Fund..

+0.61 (+0.50%)

 USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.54 (+0.77%)

 USD 2.06B
FXO First Trust Financials AlphaDE..

+0.40 (+0.72%)

 USD 2.01B
BIZD VanEck BDC Income ETF

+0.27 (+1.61%)

 USD 1.35B
VPC Virtus Private Credit ETF

+0.16 (+0.75%)

 USD 0.05B
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 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 2.83% 47% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.83% 47% F 72% C
Trailing 12 Months  
Capital Gain 28.25% 41% F 82% B
Dividend Return 3.29% 82% B 48% F
Total Return 31.54% 41% F 83% B
Trailing 5 Years  
Capital Gain 42.93% 41% F 71% C-
Dividend Return 14.38% 82% B 49% F
Total Return 57.31% 41% F 72% 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.