ducovest

IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 77.85

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.13M

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: 2025-03-09 )

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BIZD VanEck BDC Income ETF

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

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IXG iShares Global Financials ETF

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IYF iShares U.S. Financials ETF

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IAI iShares U.S. Broker-Dealers & ..

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ETFs Containing IYG

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 0.05% 41% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.05% 41% F 46% F
Trailing 12 Months  
Capital Gain 21.56% 88% B+ 87% B+
Dividend Return 1.41% 29% F 25% F
Total Return 22.98% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 95.00% 53% F 78% C+
Dividend Return 11.80% 18% F 32% F
Total Return 106.80% 53% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.79% 29% F 73% C
Dividend Return 15.36% 18% F 72% C
Total Return 1.57% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 29.03% 47% F 36% F
Risk Adjusted Return 52.91% 29% F 66% 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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.