IYF:NYE- (USD)

ETF | Financial |

Last Closing

USD 110.38

Change

+2.69 (+2.50)%

Market Cap

N/A

Volume

0.64M

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
IXG

+2.29 (+2.31%)

N/A
IYG

+1.84 (+2.47%)

N/A
IAI

+3.46 (+2.57%)

N/A

ETFs Containing IYF

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 -0.18% 71% C- 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.18% 71% C- 50% F
Trailing 12 Months  
Capital Gain 19.68% 88% B+ 85% B
Dividend Return 1.05% 18% F 18% F
Total Return 20.73% 71% C- 84% B
Trailing 5 Years  
Capital Gain 102.74% 53% F 75% C
Dividend Return 11.11% 6% D- 25% F
Total Return 113.85% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.89% 41% F 75% C
Dividend Return 16.37% 29% F 74% C
Total Return 1.48% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 24.30% 71% C- 45% F
Risk Adjusted Return 67.35% 35% F 78% C+
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.