ducovest

VPU:NYE-Vanguard Utilities Index Fund ETF Shares (USD)

ETF | Utilities |

Last Closing

USD 171.11

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.17M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Utilities

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

N/A

 USD 17.79B
FUTY Fidelity® MSCI Utilities Inde..

N/A

 USD 1.71B
UTES Virtus Reaves Utilities ETF

N/A

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

N/A

 USD 0.02B
FXU First Trust Utilities AlphaDEX..

N/A

 N/A
IDU iShares U.S. Utilities ETF

N/A

 N/A
JXI iShares Global Utilities ETF

N/A

 N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

N/A

 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 24.83% 63% D 82% B
Dividend Return 2.67% 75% C 46% F
Total Return 27.50% 63% D 82% B
Trailing 12 Months  
Capital Gain 27.43% 43% F 74% C
Dividend Return 3.70% 86% B+ 49% F
Total Return 31.12% 57% F 75% C
Trailing 5 Years  
Capital Gain 22.92% 38% F 59% D-
Dividend Return 16.24% 75% C 52% F
Total Return 39.15% 38% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 3.39% 38% F 46% F
Dividend Return 6.33% 75% C 49% F
Total Return 2.94% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 11.62% 63% D 76% C+
Risk Adjusted Return 54.49% 63% D 71% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike