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

ETF | Consumer Cyclical |

Last Closing

USD 180.78

Change

+2.21 (+1.24)%

Market Cap

N/A

Volume

0.02M

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: 2025-04-02 )

Largest Industry Peers for Consumer Cyclical

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

+3.79 (+1.90%)

USD 21.39B
VCR Vanguard Consumer Discretionar..

+6.73 (+2.05%)

USD 5.93B
FDIS Fidelity® MSCI Consumer Discr..

+1.73 (+2.03%)

USD 1.75B
FXD First Trust Consumer Discretio..

+1.24 (+2.13%)

USD 1.47B
IBUY Amplify Online Retail ETF

+1.02 (+1.68%)

USD 0.16B
ONLN ProShares Online Retail

+0.67 (+1.54%)

USD 0.07B
GBUY Goldman Sachs Future Consumer ..

+0.27 (+0.82%)

USD 0.03B
RCD Ready Capital Corporation 9.00..

+0.32 (+1.34%)

N/A
IYC iShares US Consumer Discretion..

+1.47 (+1.65%)

N/A
XHB SPDR® S&P Homebuilders ETF

+1.62 (+1.67%)

N/A

ETFs Containing RXI

XCD:CA iShares S&P Global Consum.. 0.00 % 0.65 %

+0.73 (+1.29%)

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 -1.94% 92% A 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.94% 92% A 41% F
Trailing 12 Months  
Capital Gain 9.74% 75% C 76% C+
Dividend Return 0.83% 91% A- 17% F
Total Return 10.57% 75% C 72% C
Trailing 5 Years  
Capital Gain 103.40% 38% F 65% D
Dividend Return 7.67% 73% C 14% F
Total Return 111.06% 38% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.35% 38% F 62% D
Dividend Return 9.12% 38% F 58% F
Total Return 0.77% 85% B 19% F
Risk Return Profile  
Volatility (Standard Deviation) 21.11% 92% A 50% F
Risk Adjusted Return 43.20% 46% F 57% 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.