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

ETF | Consumer Defensive |

Last Closing

USD 66.55

Change

+0.22 (+0.33)%

Market Cap

N/A

Volume

0.25M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-10 )

Largest Industry Peers for Consumer Defensive

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

+0.49 (+0.62%)

USD 16.32B
FSTA Fidelity® MSCI Consumer Stapl..

+0.34 (+0.67%)

USD 1.21B
KXI iShares Global Consumer Staple..

+0.31 (+0.50%)

USD 0.67B
FXG First Trust Consumer Staples A..

-0.35 (-0.55%)

USD 0.30B
PBJ Invesco Dynamic Food & Beverag..

-0.24 (-0.51%)

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

N/A

N/A
VDC Vanguard Consumer Staples Inde..

+1.30 (+0.60%)

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 1.46% 43% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.46% 43% F 42% F
Trailing 12 Months  
Capital Gain 2.84% 25% F 44% F
Dividend Return 1.86% 63% D 31% F
Total Return 4.71% 38% F 36% F
Trailing 5 Years  
Capital Gain 44.13% 100% F 70% C-
Dividend Return 13.50% 75% C 45% F
Total Return 57.63% 100% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.15% 63% D 60% D-
Dividend Return 9.99% 63% D 59% D-
Total Return 1.83% 75% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 20.22% 25% F 54% F
Risk Adjusted Return 49.37% 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.