JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 66.76

Change

-0.18 (-0.27)%

Market Cap

N/A

Volume

2.30K

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: 2024-11-13 )

Largest Industry Peers for Utilities

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

-0.14 (-0.18%)

USD 17.79B
FUTY Fidelity® MSCI Utilities Inde..

-0.11 (-0.22%)

USD 1.71B
UTES Virtus Reaves Utilities ETF

-0.17 (-0.26%)

USD 0.24B
JHMU John Hancock Exchange-Traded F..

+0.07 (+0.27%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.11 (-0.28%)

N/A
IDU iShares U.S. Utilities ETF

-0.04 (-0.04%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.35 (-0.21%)

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 14.22% 25% F 63% D
Dividend Return 1.69% 25% F 32% F
Total Return 15.91% 25% F 60% D-
Trailing 12 Months  
Capital Gain 17.89% 14% F 58% F
Dividend Return 3.75% 100% F 49% F
Total Return 21.64% 14% F 57% F
Trailing 5 Years  
Capital Gain 16.98% 25% F 56% F
Dividend Return 16.34% 88% B+ 53% F
Total Return 33.32% 25% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 2.60% 25% F 44% F
Dividend Return 4.84% 38% F 44% F
Total Return 2.24% 63% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.22% 88% B+ 81% B-
Risk Adjusted Return 52.52% 50% F 69% C-
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.