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

ETF | Consumer Defensive |

Last Closing

USD 71.5

Change

0.00 (0.00)%

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: 2025-03-09 )

ETFs Containing IYK

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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 9.01% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.01% 100% F 87% B+
Trailing 12 Months  
Capital Gain 8.81% 50% F 68% D+
Dividend Return 1.83% 63% D 32% F
Total Return 10.65% 50% F 65% D
Trailing 5 Years  
Capital Gain 73.05% 100% F 70% C-
Dividend Return 15.09% 100% F 43% F
Total Return 88.14% 100% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.68% 63% D 59% D-
Dividend Return 9.52% 38% F 57% F
Total Return 1.84% 75% C 43% F
Risk Return Profile  
Volatility (Standard Deviation) 19.97% 25% F 54% F
Risk Adjusted Return 47.68% 38% F 61% 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.