ducovest

FXU:NYE-First Trust Utilities AlphaDEX® Fund (USD)

ETF | Utilities |

Last Closing

USD 39.3

Change

+0.32 (+0.82)%

Market Cap

N/A

Volume

0.03M

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: 2024-11-18 )

Largest Industry Peers for Utilities

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

+0.69 (+0.87%)

 USD 17.79B
FUTY Fidelity® MSCI Utilities Inde..

+0.44 (+0.86%)

 USD 1.71B
UTES Virtus Reaves Utilities ETF

+0.97 (+1.48%)

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

N/A

 USD 0.02B
IDU iShares U.S. Utilities ETF

+0.80 (+0.79%)

 N/A
JXI iShares Global Utilities ETF

+0.41 (+0.61%)

 N/A
VPU Vanguard Utilities Index Fund ..

+1.48 (+0.86%)

 N/A

ETFs Containing FXU

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 24.05% 38% F 80% B-
Dividend Return 2.05% 50% F 37% F
Total Return 26.10% 38% F 80% B-
Trailing 12 Months  
Capital Gain 30.87% 86% B+ 79% B-
Dividend Return 3.00% 43% F 41% F
Total Return 33.87% 86% B+ 79% B-
Trailing 5 Years  
Capital Gain 36.27% 88% B+ 64% D
Dividend Return 14.13% 50% F 44% F
Total Return 50.40% 88% B+ 63% D
Average Annual (5 Year Horizon)  
Capital Gain 5.61% 88% B+ 54% F
Dividend Return 7.98% 88% B+ 54% F
Total Return 2.37% 75% C 55% F
Risk Return Profile  
Volatility (Standard Deviation) 10.88% 75% C 78% C+
Risk Adjusted Return 73.36% 100% F 85% B
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

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:

There is nothing we particularly dislike