ducovest

FUTY:NYE-Fidelity® MSCI Utilities Index ETF (USD)

ETF | Utilities |

Last Closing

USD 50.51

Change

-0.39 (-0.77)%

Market Cap

USD 1.38B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Utilities 25/50 Index, which represents the performance of the utilities sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Utilities 25/50 Index. The fund is non-diversified.

Company Website : http://www.institutional.fidelity.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

-0.60 (-0.76%)

 USD 18.50B
UTES Virtus Reaves Utilities ETF

+0.03 (+0.05%)

 USD 0.15B
JHMU John Hancock Exchange-Traded F..

+0.02 (+0.07%)

 USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.20 (-0.53%)

 N/A
IDU iShares U.S. Utilities ETF

-0.78 (-0.78%)

 N/A
JXI iShares Global Utilities ETF

-0.60 (-0.86%)

 N/A
VPU Vanguard Utilities Index Fund ..

-1.33 (-0.78%)

 N/A

ETFs Containing FUTY

QVOY 13.07 % 0.00 %

N/A

 N/A
FIVR 6.97 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.62% 50% F 87% B+
Dividend Return 1.80% 88% B+ 40% F
Total Return 25.41% 63% D 87% B+
Trailing 12 Months  
Capital Gain 22.81% 71% C- 73% C
Dividend Return 1.78% 14% F 28% F
Total Return 24.59% 43% F 71% C-
Trailing 5 Years  
Capital Gain 20.46% 50% F 58% F
Dividend Return 13.13% 88% B+ 49% F
Total Return 33.60% 75% C 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.03% 38% F 46% F
Dividend Return 4.74% 63% D 47% F
Total Return 2.71% 88% B+ 55% F
Risk Return Profile  
Volatility (Standard Deviation) 10.36% 25% F 77% C+
Risk Adjusted Return 45.71% 38% F 64% D
Market Capitalization 1.38B 75% C 61% D-

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.