IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 52.36

Change

+0.29 (+0.56)%

Market Cap

N/A

Volume

0.07M

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: 2025-02-14 )

Largest Industry Peers for Financial

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

+0.10 (+0.19%)

USD 54.75B
VFH Vanguard Financials Index Fund..

+0.13 (+0.10%)

USD 11.46B
FXO First Trust Financials AlphaDE..

+0.11 (+0.20%)

USD 2.26B
FNCL Fidelity® MSCI Financials Ind..

+0.15 (+0.20%)

USD 2.07B
BIZD VanEck BDC Income ETF

+0.14 (+0.80%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.17 (+0.75%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

+0.15 (+0.73%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.09 (+0.08%)

N/A
IYG iShares U.S. Financial Service..

+0.28 (+0.33%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.04 (-0.03%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

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 3.97% 29% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.97% 29% F 61% D-
Trailing 12 Months  
Capital Gain 29.51% 47% F 85% B
Dividend Return 2.69% 71% C- 43% F
Total Return 32.20% 47% F 85% B
Trailing 5 Years  
Capital Gain 6.31% 24% F 51% F
Dividend Return 13.25% 59% D- 44% F
Total Return 19.57% 6% D- 46% F
Average Annual (5 Year Horizon)  
Capital Gain 12.37% 18% F 69% C-
Dividend Return 14.96% 6% D- 71% C-
Total Return 2.59% 82% B 58% F
Risk Return Profile  
Volatility (Standard Deviation) 40.25% 12% F 25% F
Risk Adjusted Return 37.17% 12% F 51% F
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.

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.

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.