ETFs - Profile

iShares Evolved U.S. Financials ETF

US > Business/Financial Services >

Rank

Universe Rank
13 6

Summary

The fund seeks to provide access to companies with financials exposure, by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in financial companies.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund will hold common stock of those companies that More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $32
    -0.28
  • 52 Week HL
  • $32.92 - $20.03
  • Net Assets
  • $6.35 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
26 % YTD

  • 3 Year
  • 57.97%
  • 5 Year
  • 0%
  • Best
  • 30.68%
    2019
  • Worst
  • -4.05%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IEFN 26%-4%31%0%0%0%0%0%0%0%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 16.1% -33.2% 11.6% - - - - - - - -
Q2 4.4% 14.2% 4.3% 2.4% - - - - - - -
Q3 5.6% 0.9% 0.1% 4.4% - - - - - - -
Q4 - 24.7% 8.6% -16% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -1.4% 12.3% 4.9% 6.9% 3.2% -5.3% 0.8% 4.6% -1.4% - - -
2020 -2.7% -11.6% -22.3% 11% 2.8% 0.1% 3.1% 2.4% -4.4% 0.5% 16.7% 6.4%

Annual Return

Index Comparison

Alpha

NAV