IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 107.64

Change

-1.40 (-1.28)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-21 )

Largest Industry Peers for Financial

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

-1.05 (-2.05%)

USD 51.09B
VFH Vanguard Financials Index Fund..

-2.86 (-2.31%)

USD 10.92B
FXO First Trust Financials AlphaDE..

-1.42 (-2.60%)

USD 2.10B
FNCL Fidelity® MSCI Financials Ind..

-1.68 (-2.33%)

USD 2.02B
BIZD VanEck BDC Income ETF

-0.40 (-2.48%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.37 (-1.76%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.45 (-2.47%)

USD 0.02B
IYF iShares U.S. Financials ETF

-2.49 (-2.12%)

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

-1.87 (-2.26%)

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

-3.14 (-2.01%)

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 12.05% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.05% 100% F 87% B+
Trailing 12 Months  
Capital Gain 22.47% 94% A 88% B+
Dividend Return 2.88% 82% B 53% F
Total Return 25.35% 94% A 89% A-
Trailing 5 Years  
Capital Gain 123.64% 59% D- 81% B-
Dividend Return 20.64% 76% C+ 53% F
Total Return 144.28% 76% C+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.19% 59% D- 77% C+
Dividend Return 15.43% 53% F 77% C+
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 19.81% 71% C- 50% F
Risk Adjusted Return 77.89% 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.

What to not like:

There is nothing we particularly dislike