JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 62.9

Change

-0.50 (-0.79)%

Market Cap

N/A

Volume

8.90K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for Utilities

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

-0.88 (-1.16%)

USD 16.39B
FUTY Fidelity® MSCI Utilities Inde..

-0.47 (-0.97%)

USD 1.64B
UTES Virtus Reaves Utilities ETF

-1.16 (-1.72%)

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

-0.03 (-0.12%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.17 (-0.45%)

N/A
IDU iShares U.S. Utilities ETF

-0.92 (-0.96%)

N/A
VPU Vanguard Utilities Index Fund ..

-1.73 (-1.06%)

N/A

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 -1.95% 13% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.95% 13% F 30% F
Trailing 12 Months  
Capital Gain 7.54% 25% F 59% D-
Dividend Return 1.69% 25% F 27% F
Total Return 9.23% 25% F 54% F
Trailing 5 Years  
Capital Gain 5.48% 25% F 54% F
Dividend Return 14.02% 63% D 46% F
Total Return 19.51% 25% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 3.05% 13% F 44% F
Dividend Return 5.33% 25% F 44% F
Total Return 2.28% 63% D 53% F
Risk Return Profile  
Volatility (Standard Deviation) 9.59% 88% B+ 81% B-
Risk Adjusted Return 55.55% 38% F 70% 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.