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

ETF | Consumer Defensive |

Last Closing

USD 70.95

Change

+0.79 (+1.13)%

Market Cap

N/A

Volume

0.15M

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: 2025-02-25 )

Largest Industry Peers for Consumer Defensive

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

+1.17 (+1.42%)

USD 16.32B
FSTA Fidelity® MSCI Consumer Stapl..

+0.77 (+1.48%)

USD 1.27B
KXI iShares Global Consumer Staple..

+0.93 (+1.46%)

USD 0.71B
FXG First Trust Consumer Staples A..

+0.46 (+0.70%)

USD 0.30B
PBJ Invesco Dynamic Food & Beverag..

+0.12 (+0.25%)

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

N/A

N/A
VDC Vanguard Consumer Staples Inde..

+3.46 (+1.55%)

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 8.17% 100% F 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.17% 100% F 85% B
Trailing 12 Months  
Capital Gain 8.89% 50% F 61% D-
Dividend Return 1.85% 63% D 31% F
Total Return 10.74% 50% F 57% F
Trailing 5 Years  
Capital Gain 70.12% 100% F 74% C
Dividend Return 14.95% 88% B+ 45% F
Total Return 85.06% 100% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 7.93% 63% D 59% D-
Dividend Return 9.77% 50% F 58% F
Total Return 1.84% 75% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 20.14% 25% F 54% F
Risk Adjusted Return 48.51% 38% F 62% 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.

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.