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

ETF | Utilities |

Last Closing

USD 97.22

Change

+0.54 (+0.56)%

Market Cap

N/A

Volume

0.02M

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: 2024-12-24 )

Largest Industry Peers for Utilities

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

+0.42 (+0.55%)

USD 16.76B
FUTY Fidelity® MSCI Utilities Inde..

+0.28 (+0.57%)

USD 1.64B
UTES Virtus Reaves Utilities ETF

+0.60 (+0.93%)

USD 0.28B
JHMU John Hancock Exchange-Traded F..

+0.05 (+0.19%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.24 (+0.63%)

N/A
JXI iShares Global Utilities ETF

+0.30 (+0.47%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.81 (+0.49%)

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 21.63% 88% B+ 79% B-
Dividend Return 2.75% 63% D 43% F
Total Return 24.38% 88% B+ 79% B-
Trailing 12 Months  
Capital Gain 22.29% 88% B+ 80% B-
Dividend Return 2.77% 63% D 43% F
Total Return 25.06% 88% B+ 80% B-
Trailing 5 Years  
Capital Gain 20.87% 75% C 62% D
Dividend Return 13.53% 50% F 44% F
Total Return 34.40% 63% D 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 2.83% 13% F 43% F
Dividend Return 5.00% 25% F 43% F
Total Return 2.16% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 13.23% 25% F 71% C-
Risk Adjusted Return 37.79% 13% F 52% 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.