IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 142.24

Change

+4.56 (+3.31)%

Market Cap

N/A

Volume

0.04M

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: 2025-05-12 )

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

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ETFs Containing IYY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.59% 46% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.59% 44% F 46% F
Trailing 12 Months  
Capital Gain 11.84% 69% C- 77% C+
Dividend Return 0.58% 15% F 9% A-
Total Return 12.43% 66% D+ 73% C
Trailing 5 Years  
Capital Gain 105.13% 70% C- 73% C
Dividend Return 8.86% 26% F 18% F
Total Return 113.99% 62% D 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.75% 46% F 72% C
Dividend Return 11.86% 42% F 69% C-
Total Return 1.11% 32% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.33% 30% F 52% F
Risk Adjusted Return 61.33% 32% F 75% 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.

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.