JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 68.38

Change

-0.11 (-0.16)%

Market Cap

N/A

Volume

3.80K

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: 2024-10-30 )

Largest Industry Peers for Utilities

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

-0.19 (-0.24%)

USD 18.63B
FUTY Fidelity® MSCI Utilities Inde..

-0.07 (-0.14%)

USD 1.74B
UTES Virtus Reaves Utilities ETF

-0.48 (-0.75%)

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

+0.04 (+0.13%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.07 (-0.19%)

N/A
IDU iShares U.S. Utilities ETF

-0.50 (-0.50%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.39 (-0.23%)

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 16.99% 38% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.99% 38% F 74% C
Trailing 12 Months  
Capital Gain 24.05% 29% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.05% 29% F 64% D
Trailing 5 Years  
Capital Gain 17.35% 38% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.35% 38% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 2.42% 25% F 44% F
Dividend Return 4.67% 38% F 45% F
Total Return 2.25% 63% D 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.05% 88% B+ 81% B-
Risk Adjusted Return 51.57% 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.