iShares S&P/TSX Capped Financials Index ETF (XFN.TO)

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The chart shows the growth of an initial investment of CA$10,000 in iShares S&P/TSX Capped Financials Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares S&P/TSX Capped Financials Index ETF had a return of 23.39% year-to-date (YTD) and 38.77% in the last 12 months. Over the past 10 years, iShares S&P/TSX Capped Financials Index ETF had an annualized return of 9.75%, while the S&P 500 had an annualized return of 10.96%, indicating that iShares S&P/TSX Capped Financials Index ETF did not perform as well as the benchmark.

The table below presents the monthly returns of XFN.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current risk-adjusted rank of XFN.TO is 80, placing it in the top 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The charts below present risk-adjusted performance metrics for iShares S&P/TSX Capped Financials Index ETF (XFN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

iShares S&P/TSX Capped Financials Index ETF provided a 3.36% dividend yield over the last twelve months, with an annual payout of CA$1.93 per share. The fund has been increasing its distributions for 13 consecutive years.

The table displays the monthly dividend distributions for iShares S&P/TSX Capped Financials Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares S&P/TSX Capped Financials Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares S&P/TSX Capped Financials Index ETF was 99.92%, occurring on Mar 9, 2009. The portfolio has not yet recovered.

The current iShares S&P/TSX Capped Financials Index ETF drawdown is 99.37%.

The current iShares S&P/TSX Capped Financials Index ETF volatility is 2.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.