ducovest

IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 99.19

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01M

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: 2025-01-18 )

Largest Industry Peers for Financial

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

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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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FXO First Trust Financials AlphaDE..

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 USD 2.01B
BIZD VanEck BDC Income ETF

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 USD 1.39B
VPC Virtus Private Credit ETF

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 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 3.26% 41% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.26% 41% F 72% C
Trailing 12 Months  
Capital Gain 27.20% 41% F 82% B
Dividend Return 3.25% 82% B 47% F
Total Return 30.45% 41% F 82% B
Trailing 5 Years  
Capital Gain 43.52% 41% F 71% C-
Dividend Return 14.38% 82% B 49% F
Total Return 57.90% 41% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.43% 47% F 74% C
Dividend Return 16.64% 35% F 74% C
Total Return 2.20% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.30% 88% B+ 49% F
Risk Adjusted Return 74.60% 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.