iShares U.S. Financials ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$91.00
- Net Assets:$0 Million
- NAV:$90.79
- Premium0.23%
- Peer Rank:7 of 35
- Investment Rating:B-
- Performance:B-
- RiskC+
We rate iShares US Financials ETF at B-. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Sector - Financial Services strategy.
Total return ranks very high in comparison with peers over the last three years. The iShares US Financials ETF has returned an annual rate of 5.09% since inception. More recently, the fund has generated a total return of 10.70% in the last five years, 9.19% in the last three years, and 16.12% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 77% of them. It has also outpaced 79% of its competitors on a three year basis and 69% of them over the last year for the period ending 2/29/2024. On a year to date basis, IYF has returned 6.30%.
Downside risk has been below average. IYF has a draw down risk of -24.29%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 20.7%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As IYF is an exchange traded fund, it has no front end or back end load.
The iShares US Financials ETF is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.