ducovest

RXI:NYE-iShares Global Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 179.94

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.00K

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)

Compare
Relative Returns (From:    To: 2025-03-15 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

N/A

 USD 21.39B
VCR Vanguard Consumer Discretionar..

N/A

 USD 5.93B
FDIS Fidelity® MSCI Consumer Discr..

N/A

 USD 1.75B
FXD First Trust Consumer Discretio..

N/A

 USD 1.47B
IBUY Amplify Online Retail ETF

N/A

 USD 0.19B
ONLN ProShares Online Retail

N/A

 USD 0.07B
GBUY Goldman Sachs Future Consumer ..

N/A

 USD 0.03B
RCD Ready Capital Corporation 9.00..

N/A

 N/A
IYC iShares US Consumer Discretion..

N/A

 N/A
XHB SPDR® S&P Homebuilders ETF

N/A

 N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 99.66 % 0.65 %

N/A

 CAD 0.08B

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.39% 92% A 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.39% 92% A 38% F
Trailing 12 Months  
Capital Gain 9.90% 75% C 74% C
Dividend Return 0.83% 82% B 13% F
Total Return 10.73% 83% B 69% C-
Trailing 5 Years  
Capital Gain 110.19% 46% F 70% C-
Dividend Return 7.96% 64% D 15% F
Total Return 118.15% 54% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.32% 38% F 63% D
Dividend Return 10.10% 38% F 59% D-
Total Return 0.78% 85% B 19% F
Risk Return Profile  
Volatility (Standard Deviation) 22.71% 92% A 48% F
Risk Adjusted Return 44.48% 46% F 58% F
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.

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:
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.