IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 92.01

Change

-7.67 (-7.69)%

Market Cap

N/A

Volume

0.15M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-04 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-3.49 (-7.32%)

USD 50.94B
VFH Vanguard Financials Index Fund..

-8.14 (-7.15%)

USD 11.40B
FXO First Trust Financials AlphaDE..

-3.46 (-6.87%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

-4.81 (-7.26%)

USD 2.10B
BIZD VanEck BDC Income ETF

-1.19 (-7.40%)

USD 1.46B
VPC Virtus Private Credit ETF

-1.42 (-6.88%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-1.30 (-6.87%)

USD 0.02B
IYF iShares U.S. Financials ETF

-7.66 (-7.13%)

N/A
IYG iShares U.S. Financial Service..

-5.32 (-7.15%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-9.88 (-7.38%)

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 -4.22% 88% B+ 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.22% 88% B+ 56% F
Trailing 12 Months  
Capital Gain 7.23% 82% B 84% B
Dividend Return 2.95% 82% B 52% F
Total Return 10.18% 100% F 83% B
Trailing 5 Years  
Capital Gain 107.56% 41% F 74% C
Dividend Return 22.41% 59% D- 52% F
Total Return 129.97% 35% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 14.56% 53% F 76% C+
Dividend Return 16.80% 47% F 76% C+
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 21.55% 88% B+ 49% F
Risk Adjusted Return 77.95% 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.