JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 67.49

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.80K

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: 2024-11-17 )

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 15.47% 25% F 68% D+
Dividend Return 1.69% 25% F 32% F
Total Return 17.16% 25% F 66% D+
Trailing 12 Months  
Capital Gain 17.39% 14% F 59% D-
Dividend Return 3.70% 100% F 49% F
Total Return 21.09% 14% F 58% F
Trailing 5 Years  
Capital Gain 18.11% 25% F 57% F
Dividend Return 16.32% 88% B+ 52% F
Total Return 34.43% 25% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 2.66% 25% F 44% F
Dividend Return 4.90% 38% F 44% F
Total Return 2.24% 63% D 53% F
Risk Return Profile  
Volatility (Standard Deviation) 9.29% 88% B+ 81% B-
Risk Adjusted Return 52.77% 38% 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.