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

ETF | Utilities |

Last Closing

USD 99.46

Change

-0.69 (-0.69)%

Market Cap

N/A

Volume

0.04M

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: 2025-01-31 )

Largest Industry Peers for Utilities

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

-0.46 (-0.59%)

USD 16.39B
FUTY Fidelity® MSCI Utilities Inde..

-0.31 (-0.61%)

USD 1.60B
UTES Virtus Reaves Utilities ETF

-0.81 (-1.17%)

USD 0.37B
JHMU John Hancock Exchange-Traded F..

-0.01 (-0.02%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.15 (-0.38%)

N/A
JXI iShares Global Utilities ETF

-0.41 (-0.62%)

N/A
VPU Vanguard Utilities Index Fund ..

-1.00 (-0.59%)

N/A

ETFs Containing IDU

MVFG Northern Lights Fund Trus.. 4.43 % 0.00 %

-0.23 (-0.84%)

USD 0.06B

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 3.38% 88% B+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.38% 88% B+ 64% D
Trailing 12 Months  
Capital Gain 27.15% 75% C 83% B
Dividend Return 2.81% 63% D 43% F
Total Return 29.97% 50% F 83% B
Trailing 5 Years  
Capital Gain 15.51% 75% C 55% F
Dividend Return 12.64% 38% F 40% F
Total Return 28.15% 75% C 51% F
Average Annual (5 Year Horizon)  
Capital Gain 3.55% 25% F 45% F
Dividend Return 5.73% 38% F 45% F
Total Return 2.18% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 13.55% 25% F 70% C-
Risk Adjusted Return 42.30% 13% F 56% 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.