JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 71

Change

0.00 (0.00)%

Market Cap

N/A

Volume

9.57K

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: 2024-10-20 )

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 21.47% 38% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.47% 38% F 77% C+
Trailing 12 Months  
Capital Gain 33.99% 29% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.99% 29% F 73% C
Trailing 5 Years  
Capital Gain 21.62% 38% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.62% 38% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 2.28% 13% F 45% F
Dividend Return 4.53% 13% F 45% F
Total Return 2.25% 63% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 8.86% 88% B+ 81% B-
Risk Adjusted Return 51.18% 50% F 68% 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:
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.