IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 114.4

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.16M

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: 2025-05-24 )

ETFs Containing IYF

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 3.45% 71% C- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.45% 71% C- 72% C
Trailing 12 Months  
Capital Gain 20.14% 76% C+ 87% B+
Dividend Return 0.70% 18% F 13% F
Total Return 20.84% 76% C+ 86% B+
Trailing 5 Years  
Capital Gain 119.26% 47% F 81% B-
Dividend Return 10.93% 6% D- 26% F
Total Return 130.19% 47% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.93% 53% F 77% C+
Dividend Return 14.34% 47% F 76% C+
Total Return 1.41% 18% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 22.26% 65% D 44% F
Risk Adjusted Return 64.43% 35% F 77% 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.