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

ETF | Financial |

Last Closing

USD 48.37

Change

+0.34 (+0.71)%

Market Cap

N/A

Volume

0.28M

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: 2025-05-13 )

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FXO First Trust Financials AlphaDE..

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BIZD VanEck BDC Income ETF

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

+0.20 (+1.14%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.73 (+0.63%)

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

+0.61 (+0.75%)

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

+3.09 (+2.05%)

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 -3.95% 24% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.95% 24% F 29% F
Trailing 12 Months  
Capital Gain 11.73% 24% F 77% C+
Dividend Return 1.81% 71% C- 37% F
Total Return 13.55% 24% F 76% C+
Trailing 5 Years  
Capital Gain 65.71% 24% F 59% D-
Dividend Return 21.44% 76% C+ 54% F
Total Return 87.15% 6% D- 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.66% 24% F 66% D+
Dividend Return 11.18% 6% D- 67% D+
Total Return 2.52% 82% B 56% F
Risk Return Profile  
Volatility (Standard Deviation) 36.17% 6% D- 24% F
Risk Adjusted Return 30.90% 6% D- 48% 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.