JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 70.29

Change

+0.10 (+0.14)%

Market Cap

N/A

Volume

0.04M

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: 2024-09-26 )

Largest Industry Peers for Utilities

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

-0.55 (-0.69%)

USD 18.41B
FUTY Fidelity® MSCI Utilities Inde..

-0.34 (-0.66%)

USD 1.40B
UTES Virtus Reaves Utilities ETF

-1.03 (-1.61%)

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

-0.06 (-0.24%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.42 (-1.09%)

N/A
IDU iShares U.S. Utilities ETF

-0.76 (-0.75%)

N/A
VPU Vanguard Utilities Index Fund ..

-1.12 (-0.64%)

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 20.26% 38% F 80% B-
Dividend Return 1.69% 38% F 37% F
Total Return 21.95% 38% F 79% B-
Trailing 12 Months  
Capital Gain 30.58% 14% F 77% C+
Dividend Return 3.95% 100% F 55% F
Total Return 34.53% 14% F 78% C+
Trailing 5 Years  
Capital Gain 20.92% 50% F 55% F
Dividend Return 11.29% 50% F 42% F
Total Return 32.21% 25% F 52% 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.