JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 67.4722

Change

+0.10 (+0.15)%

Market Cap

N/A

Volume

4.76K

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: 2025-02-24 )

Largest Industry Peers for Utilities

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

-0.40 (-0.50%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

-0.27 (-0.52%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-0.87 (-1.26%)

USD 0.42B
JHMU John Hancock Exchange-Traded F..

-0.01 (-0.04%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.08 (-0.20%)

N/A
IDU iShares U.S. Utilities ETF

-0.33 (-0.32%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.69 (-0.40%)

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 5.18% 25% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.18% 25% F 77% C+
Trailing 12 Months  
Capital Gain 22.88% 25% F 83% B
Dividend Return 1.80% 25% F 30% F
Total Return 24.68% 25% F 82% B
Trailing 5 Years  
Capital Gain 10.18% 25% F 51% F
Dividend Return 13.66% 63% D 43% F
Total Return 23.83% 25% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 3.67% 13% F 46% F
Dividend Return 5.92% 25% F 46% F
Total Return 2.25% 63% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.81% 88% B+ 80% B-
Risk Adjusted Return 60.34% 25% F 73% 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.