ducovest

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

ETF | Utilities |

Last Closing

USD 172.84

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.23M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Utilities

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

N/A

 USD 18.50B
FUTY Fidelity® MSCI Utilities Inde..

N/A

 USD 1.40B
UTES Virtus Reaves Utilities ETF

N/A

 USD 0.18B
JHMU John Hancock Exchange-Traded F..

N/A

 USD 0.02B
FXU First Trust Utilities AlphaDEX..

N/A

 N/A
IDU iShares U.S. Utilities ETF

N/A

 N/A
JXI iShares Global Utilities ETF

N/A

 N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

N/A

 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 26.10% 63% D 88% B+
Dividend Return 1.71% 75% C 38% F
Total Return 27.80% 75% C 88% B+
Trailing 12 Months  
Capital Gain 25.30% 29% F 71% C-
Dividend Return 3.53% 86% B+ 50% F
Total Return 28.83% 57% F 72% C
Trailing 5 Years  
Capital Gain 20.82% 38% F 57% F
Dividend Return 14.32% 100% F 53% F
Total Return 35.13% 38% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 2.00% 25% F 46% F
Dividend Return 4.97% 75% C 48% F
Total Return 2.96% 100% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.24% 63% D 77% C+
Risk Adjusted Return 48.50% 50% F 66% 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.