IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 43.51

Change

-0.37 (-0.84)%

Market Cap

N/A

Volume

0.17M

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: 2025-04-25 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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FXO First Trust Financials AlphaDE..

-0.33 (-0.65%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.07 (+0.45%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.14 (+0.72%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.07 (+0.41%)

USD 0.02B
IYF iShares U.S. Financials ETF

-0.46 (-0.42%)

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

-0.13 (-0.17%)

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

+0.57 (+0.41%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

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 -13.60% 6% D- 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.60% 6% D- 18% F
Trailing 12 Months  
Capital Gain 4.29% 24% F 62% D
Dividend Return 1.88% 71% C- 36% F
Total Return 6.17% 24% F 56% F
Trailing 5 Years  
Capital Gain 40.85% 12% F 52% F
Dividend Return 20.26% 65% D 52% F
Total Return 61.11% 6% D- 50% F
Average Annual (5 Year Horizon)  
Capital Gain 9.86% 24% F 67% D+
Dividend Return 12.41% 6% D- 69% C-
Total Return 2.54% 82% B 57% F
Risk Return Profile  
Volatility (Standard Deviation) 37.44% 6% D- 24% F
Risk Adjusted Return 33.14% 6% D- 49% 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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.