JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 70.61

Change

-0.39 (-0.55)%

Market Cap

N/A

Volume

9.36K

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: 2024-10-21 )

Largest Industry Peers for Utilities

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

-0.32 (-0.39%)

USD 18.95B
FUTY Fidelity® MSCI Utilities Inde..

-0.16 (-0.30%)

USD 1.77B
UTES Virtus Reaves Utilities ETF

+0.05 (+0.08%)

USD 0.23B
JHMU John Hancock Exchange-Traded F..

-0.13 (-0.47%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.15 (-0.39%)

N/A
IDU iShares U.S. Utilities ETF

-0.35 (-0.34%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.68 (-0.39%)

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 20.80% 38% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.80% 38% F 78% C+
Trailing 12 Months  
Capital Gain 34.03% 29% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.03% 29% F 74% C
Trailing 5 Years  
Capital Gain 20.68% 38% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.68% 38% F 63% 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.