JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 69.64

Change

+1.26 (+1.84)%

Market Cap

N/A

Volume

9.07K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Utilities

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

+2.06 (+2.64%)

USD 18.50B
FUTY Fidelity® MSCI Utilities Inde..

+0.87 (+1.73%)

USD 1.38B
UTES Virtus Reaves Utilities ETF

+2.90 (+4.85%)

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

+0.03 (+0.11%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.89 (+2.40%)

N/A
IDU iShares U.S. Utilities ETF

+2.33 (+2.36%)

N/A
VPU Vanguard Utilities Index Fund ..

+4.11 (+2.44%)

N/A

ETFs Containing JXI

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 19.14% 25% F 79% B-
Dividend Return 1.69% 50% F 38% F
Total Return 20.84% 38% F 78% C+
Trailing 12 Months  
Capital Gain 21.00% 14% F 64% D
Dividend Return 3.69% 100% F 53% F
Total Return 24.69% 14% F 64% D
Trailing 5 Years  
Capital Gain 20.76% 25% F 58% F
Dividend Return 11.38% 63% D 41% F
Total Return 32.13% 25% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 1.61% 13% F 45% F
Dividend Return 3.84% 13% F 44% F
Total Return 2.23% 63% D 48% F
Risk Return Profile  
Volatility (Standard Deviation) 7.92% 100% F 83% B
Risk Adjusted Return 48.42% 63% D 67% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.