JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 66.2581

Change

+0.50 (+0.76)%

Market Cap

N/A

Volume

3.75K

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: 2025-02-10 )

Largest Industry Peers for Utilities

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

+0.85 (+1.09%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.53 (+1.05%)

USD 1.60B
UTES Virtus Reaves Utilities ETF

+0.61 (+0.88%)

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

-0.01 (-0.04%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.20 (+0.51%)

N/A
IDU iShares U.S. Utilities ETF

+1.08 (+1.08%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.81 (+1.07%)

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 3.29% 25% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.29% 25% F 58% F
Trailing 12 Months  
Capital Gain 20.10% 25% F 77% C+
Dividend Return 1.79% 25% F 30% F
Total Return 21.89% 25% F 76% C+
Trailing 5 Years  
Capital Gain 6.03% 25% F 52% F
Dividend Return 13.38% 63% D 45% F
Total Return 19.41% 25% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 3.41% 13% F 45% F
Dividend Return 5.67% 25% F 45% F
Total Return 2.26% 63% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.73% 88% B+ 80% B-
Risk Adjusted Return 58.23% 25% F 71% 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.