ducovest

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

ETF | Consumer Cyclical |

Last Closing

USD 191.15

Change

0.00 (0.00)%

Market Cap

N/A

Volume

7.90K

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)

Compare
Relative Returns (From:    To: 2025-02-22 )

Largest Industry Peers for Consumer Cyclical

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

N/A

 USD 23.89B
VCR Vanguard Consumer Discretionar..

N/A

 USD 6.65B
FDIS Fidelity® MSCI Consumer Discr..

N/A

 USD 2.11B
FXD First Trust Consumer Discretio..

N/A

 USD 1.60B
IBUY Amplify Online Retail ETF

N/A

 USD 0.19B
ONLN ProShares Online Retail

N/A

 USD 0.08B
GBUY Goldman Sachs Future Consumer ..

N/A

 USD 0.04B
RCD Invesco S&P 500® Equal Weight..

N/A

 N/A
IYC iShares US Consumer Discretion..

N/A

 N/A
XHB SPDR® S&P Homebuilders ETF

N/A

 N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 99.94 % 0.65 %

N/A

 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 3.69% 75% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.69% 75% C 67% D+
Trailing 12 Months  
Capital Gain 16.06% 33% F 75% C
Dividend Return 0.83% 73% C 11% F
Total Return 16.89% 33% F 71% C-
Trailing 5 Years  
Capital Gain 57.77% 54% F 75% C
Dividend Return 5.62% 73% C 15% F
Total Return 63.39% 54% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.57% 38% F 63% D
Dividend Return 10.35% 38% F 59% D-
Total Return 0.78% 85% B 19% F
Risk Return Profile  
Volatility (Standard Deviation) 22.90% 92% A 47% F
Risk Adjusted Return 45.18% 46% F 58% 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.

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:
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.