IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 65.88

Change

+0.18 (+0.27)%

Market Cap

N/A

Volume

0.08M

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: 2025-02-05 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

+0.49 (+0.62%)

USD 15.86B
FSTA Fidelity® MSCI Consumer Stapl..

+0.38 (+0.75%)

USD 1.21B
KXI iShares Global Consumer Staple..

+0.40 (+0.65%)

USD 0.67B
FXG First Trust Consumer Staples A..

-0.38 (-0.59%)

USD 0.35B
PBJ Invesco Dynamic Food & Beverag..

-0.09 (-0.19%)

N/A
RHS Invesco S&P 500® Equal Weight..

N/A

N/A
VDC Vanguard Consumer Staples Inde..

+1.63 (+0.76%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.44% 29% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.44% 29% F 28% F
Trailing 12 Months  
Capital Gain 1.20% 13% F 37% F
Dividend Return 1.85% 63% D 30% F
Total Return 3.05% 25% F 28% F
Trailing 5 Years  
Capital Gain 43.70% 100% F 69% C-
Dividend Return 13.60% 75% C 45% F
Total Return 57.29% 100% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.29% 63% D 61% D-
Dividend Return 10.12% 63% D 59% D-
Total Return 1.83% 75% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 20.28% 25% F 54% F
Risk Adjusted Return 49.92% 38% F 63% 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.

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.

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.