RXI:NYE-iShares Global Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 189.73

Change

+2.44 (+1.30)%

Market Cap

N/A

Volume

4.60K

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: 2025-01-21 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

+1.68 (+0.73%)

USD 22.65B
VCR Vanguard Consumer Discretionar..

+4.06 (+1.05%)

USD 6.49B
FDIS Fidelity® MSCI Consumer Discr..

+1.00 (+1.00%)

USD 2.03B
FXD First Trust Consumer Discretio..

+0.83 (+1.26%)

USD 1.56B
IBUY Amplify Online Retail ETF

+0.48 (+0.72%)

USD 0.18B
ONLN ProShares Online Retail

+0.53 (+1.12%)

USD 0.08B
GBUY Goldman Sachs Future Consumer ..

+0.33 (+0.92%)

USD 0.03B
RCD Invesco S&P 500® Equal Weight..

-0.02 (-0.08%)

N/A
IYC iShares US Consumer Discretion..

+1.06 (+1.08%)

N/A
XHB SPDR® S&P Homebuilders ETF

+0.87 (+0.79%)

N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 99.90 % 0.65 %

+0.67 (+1.12%)

CAD 0.08B

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.92% 38% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.92% 38% F 55% F
Trailing 12 Months  
Capital Gain 22.98% 38% F 77% C+
Dividend Return 0.89% 82% B 11% F
Total Return 23.86% 38% F 75% C
Trailing 5 Years  
Capital Gain 49.03% 54% F 72% C
Dividend Return 5.35% 64% D 14% F
Total Return 54.38% 54% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.79% 38% F 64% D
Dividend Return 10.57% 38% F 60% D-
Total Return 0.78% 85% B 20% F
Risk Return Profile  
Volatility (Standard Deviation) 23.06% 92% A 47% F
Risk Adjusted Return 45.84% 54% F 60% D-
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.

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.