JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 70.22

Change

+0.58 (+0.83)%

Market Cap

N/A

Volume

2.20K

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
IDU iShares U.S. Utilities ETF

+1.01 (+1.00%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.70 (+0.98%)

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 20.14% 30% F 81% B-
Dividend Return 1.69% 50% F 37% F
Total Return 21.83% 40% F 80% B-
Trailing 12 Months  
Capital Gain 22.85% 22% F 67% D+
Dividend Return 3.72% 100% F 52% F
Total Return 26.57% 22% F 67% D+
Trailing 5 Years  
Capital Gain 20.99% 50% F 57% F
Dividend Return 11.31% 70% C- 42% F
Total Return 32.29% 40% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 1.71% 13% F 45% F
Dividend Return 3.95% 13% F 44% F
Total Return 2.24% 63% D 49% F
Risk Return Profile  
Volatility (Standard Deviation) 8.01% 100% F 83% B
Risk Adjusted Return 49.25% 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.