IDU:NYE-iShares U.S. Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 100.69

Change

-1.56 (-1.53)%

Market Cap

N/A

Volume

0.05M

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: 2024-10-29 )

Largest Industry Peers for Utilities

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

-1.73 (-2.14%)

USD 18.63B
FUTY Fidelity® MSCI Utilities Inde..

-1.11 (-2.14%)

USD 1.74B
UTES Virtus Reaves Utilities ETF

-1.22 (-1.87%)

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

-0.18 (-0.68%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.58 (-1.50%)

N/A
JXI iShares Global Utilities ETF

-1.22 (-1.75%)

N/A
VPU Vanguard Utilities Index Fund ..

-3.47 (-1.99%)

N/A

ETFs Containing IDU

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 -37.01% 13% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -37.01% 13% F 19% F
Trailing 12 Months  
Capital Gain -32.47% 14% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -32.47% 14% F 17% F
Trailing 5 Years  
Capital Gain -37.61% 13% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -37.61% 13% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 2.41% 13% F 44% F
Dividend Return 4.56% 13% F 44% F
Total Return 2.15% 50% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 11.87% 25% F 74% C
Risk Adjusted Return 38.39% 13% F 55% F
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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.