IXG:NYE- (USD)

ETF | Financial |

Last Closing

USD 101.63

Change

+2.29 (+2.31)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF

+1.10 (+2.32%)

USD 50.94B
VFH

+2.74 (+2.40%)

USD 12.60B
FNCL

+1.58 (+2.38%)

USD 2.28B
FXO

+1.38 (+2.71%)

USD 2.15B
BIZD

+0.26 (+1.60%)

USD 1.56B
VPC

+0.28 (+1.30%)

USD 0.07B
BDCZ

+0.31 (+1.66%)

USD 0.02B
IYF

+2.69 (+2.50%)

N/A
IYG

+1.84 (+2.47%)

N/A
IAI

+3.46 (+2.57%)

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 5.80% 94% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.80% 94% A 81% B-
Trailing 12 Months  
Capital Gain 20.53% 94% A 86% B+
Dividend Return 3.01% 82% B 48% F
Total Return 23.54% 94% A 86% B+
Trailing 5 Years  
Capital Gain 100.49% 47% F 74% C
Dividend Return 19.60% 65% D 51% F
Total Return 120.09% 53% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 15.14% 47% F 75% C
Dividend Return 17.38% 41% F 75% C
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.28% 88% B+ 49% F
Risk Adjusted Return 77.98% 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.