IDU:NYE-iShares U.S. Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 102.21

Change

+1.01 (+1.00)%

Market Cap

N/A

Volume

0.45M

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: 2024-09-23 )

Largest Industry Peers for Utilities

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

+0.25 (+0.31%)

USD 18.50B
FUTY Fidelity® MSCI Utilities Inde..

+0.50 (+0.98%)

USD 1.40B
UTES Virtus Reaves Utilities ETF

+0.75 (+1.20%)

USD 0.18B
PUI Invesco DWA Utilities Momentum..

+0.14 (+0.35%)

USD 0.06B
PSCU Invesco S&P SmallCap Utilities..

+0.05 (+0.08%)

USD 0.02B
JHMU John Hancock Exchange-Traded F..

-0.02 (-0.06%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.30 (+0.79%)

N/A
JXI iShares Global Utilities ETF

+0.58 (+0.83%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.70 (+0.98%)

N/A

ETFs Containing IDU

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 27.87% 90% A- 89% A-
Dividend Return 1.12% 30% F 25% F
Total Return 28.99% 60% D- 89% A-
Trailing 12 Months  
Capital Gain 29.25% 89% A- 77% C+
Dividend Return 2.75% 67% D+ 41% F
Total Return 32.00% 89% A- 76% C+
Trailing 5 Years  
Capital Gain 25.71% 80% B- 59% D-
Dividend Return 9.80% 50% F 35% F
Total Return 35.51% 70% C- 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.41% 63% D 47% F
Dividend Return 4.57% 50% F 46% F
Total Return 2.16% 50% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 10.65% 13% F 76% C+
Risk Adjusted Return 42.92% 13% F 60% 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:

There is nothing we particularly like

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.