ducovest

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

ETF | Utilities |

Last Closing

USD 100.82

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.08M

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: 2024-11-17 )

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
JXI iShares Global Utilities ETF

N/A

 N/A
VPU Vanguard Utilities Index Fund ..

N/A

 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 26.14% 88% B+ 83% B
Dividend Return 1.90% 38% F 35% F
Total Return 28.04% 88% B+ 83% B
Trailing 12 Months  
Capital Gain 29.39% 71% C- 77% C+
Dividend Return 2.74% 29% F 37% F
Total Return 32.13% 71% C- 77% C+
Trailing 5 Years  
Capital Gain 27.98% 75% C 61% D-
Dividend Return 13.61% 38% F 43% F
Total Return 41.59% 63% D 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 2.11% 13% F 42% F
Dividend Return 4.25% 13% F 42% F
Total Return 2.14% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 12.59% 25% F 73% C
Risk Adjusted Return 33.74% 13% F 50% 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.