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

ETF | Utilities |

Last Closing

USD 101.28

Change

-0.14 (-0.14)%

Market Cap

N/A

Volume

0.03M

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: 2025-02-12 )

Largest Industry Peers for Utilities

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

-0.14 (-0.18%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

-0.12 (-0.23%)

USD 1.60B
UTES Virtus Reaves Utilities ETF

+0.10 (+0.14%)

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

-0.15 (-0.55%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.04 (+0.09%)

N/A
JXI iShares Global Utilities ETF

-0.18 (-0.28%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.18 (-0.11%)

N/A

ETFs Containing IDU

MVFG Northern Lights Fund Trus.. 4.43 % 0.00 %

-0.09 (-0.33%)

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 5.27% 88% B+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.27% 88% B+ 76% C+
Trailing 12 Months  
Capital Gain 30.95% 38% F 85% B
Dividend Return 2.84% 63% D 44% F
Total Return 33.80% 38% F 86% B+
Trailing 5 Years  
Capital Gain 15.33% 75% C 57% F
Dividend Return 12.40% 50% F 41% F
Total Return 27.72% 75% C 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.91% 25% F 47% F
Dividend Return 6.10% 38% F 47% F
Total Return 2.19% 50% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.71% 25% F 70% C-
Risk Adjusted Return 44.51% 13% F 58% 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.