ducovest

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

ETF | Utilities |

Last Closing

USD 172.91

Change

-1.12 (-0.64)%

Market Cap

N/A

Volume

0.14M

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: 2024-09-26 )

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
JXI iShares Global Utilities ETF

+0.10 (+0.14%)

 N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

+0.06 (+0.23%)

 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 26.15% 88% B+ 87% B+
Dividend Return 1.71% 50% F 37% F
Total Return 27.86% 75% C 87% B+
Trailing 12 Months  
Capital Gain 35.90% 71% C- 83% B
Dividend Return 2.87% 43% F 43% F
Total Return 38.77% 57% F 83% B
Trailing 5 Years  
Capital Gain 20.43% 25% F 55% F
Dividend Return 13.51% 88% B+ 51% F
Total Return 33.94% 38% F 53% 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.