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

ETF | Financial |

Last Closing

USD 48

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.42M

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: 2025-06-07 )

ETFs Containing IAT

LDRS 0.00 % 0.60 %

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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 -4.69% 18% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.69% 18% F 27% F
Trailing 12 Months  
Capital Gain 18.34% 35% F 83% B
Dividend Return 1.93% 71% C- 39% F
Total Return 20.28% 41% F 82% B
Trailing 5 Years  
Capital Gain 17.02% 12% F 49% F
Dividend Return 15.26% 65% D 47% F
Total Return 32.27% 6% D- 45% F
Average Annual (5 Year Horizon)  
Capital Gain 7.26% 24% F 64% D
Dividend Return 9.74% 6% D- 65% D
Total Return 2.48% 82% B 56% F
Risk Return Profile  
Volatility (Standard Deviation) 34.40% 6% D- 25% F
Risk Adjusted Return 28.33% 6% D- 47% 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.