ducovest

IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 102.56

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.27M

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: 2025-02-22 )

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 2.26B
BIZD VanEck BDC Income ETF

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 USD 1.56B
VPC Virtus Private Credit ETF

N/A

 USD 0.06B
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 6.77% 100% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.77% 100% F 82% B
Trailing 12 Months  
Capital Gain 24.38% 41% F 84% B
Dividend Return 3.07% 82% B 48% F
Total Return 27.45% 41% F 84% B
Trailing 5 Years  
Capital Gain 55.77% 41% F 74% C
Dividend Return 15.09% 82% B 50% F
Total Return 70.86% 47% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 15.11% 47% F 75% C
Dividend Return 17.34% 35% F 75% C
Total Return 2.23% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.28% 88% B+ 49% F
Risk Adjusted Return 77.83% 88% B+ 85% 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.