VPU:NYE-Vanguard Utilities Index Fund ETF Shares (USD)

ETF | Utilities |

Last Closing

USD 168.73

Change

-0.86 (-0.51)%

Market Cap

N/A

Volume

0.26M

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: 2024-09-19 )

Largest Industry Peers for Utilities

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

-0.46 (-0.59%)

USD 18.50B
FUTY Fidelity® MSCI Utilities Inde..

-0.27 (-0.53%)

USD 1.38B
UTES Virtus Reaves Utilities ETF

-0.07 (-0.12%)

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

-0.03 (-0.11%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.12 (-0.32%)

N/A
IDU iShares U.S. Utilities ETF

-0.37 (-0.37%)

N/A
JXI iShares Global Utilities ETF

-0.48 (-0.70%)

N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

+0.27 (+1.04%)

N/A
SNAV 3.04 % 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 23.10% 63% D 85% B
Dividend Return 1.71% 75% C 39% F
Total Return 24.81% 63% D 84% B
Trailing 12 Months  
Capital Gain 22.14% 43% F 65% D
Dividend Return 3.52% 86% B+ 50% F
Total Return 25.67% 57% F 66% D+
Trailing 5 Years  
Capital Gain 18.17% 25% F 56% F
Dividend Return 14.35% 100% F 53% F
Total Return 32.51% 38% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 1.85% 25% F 46% F
Dividend Return 4.81% 75% C 47% F
Total Return 2.96% 100% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 10.17% 63% D 77% C+
Risk Adjusted Return 47.25% 50% F 65% D
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.