JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 67.47

Change

+0.31 (+0.46)%

Market Cap

N/A

Volume

0.12M

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: 2025-03-03 )

Largest Industry Peers for Utilities

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

+0.11 (+0.14%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.11 (+0.22%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-1.08 (-1.62%)

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

+0.04 (+0.13%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.04 (+0.10%)

N/A
IDU iShares U.S. Utilities ETF

+0.24 (+0.24%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.25 (+0.15%)

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 5.17% 75% C 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.17% 75% C 78% C+
Trailing 12 Months  
Capital Gain 20.18% 25% F 84% B
Dividend Return 1.76% 25% F 30% F
Total Return 21.94% 25% F 83% B
Trailing 5 Years  
Capital Gain 6.98% 25% F 49% F
Dividend Return 13.26% 63% D 41% F
Total Return 20.24% 25% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 3.79% 13% F 46% F
Dividend Return 6.04% 25% F 46% F
Total Return 2.25% 63% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.87% 88% B+ 79% B-
Risk Adjusted Return 61.19% 25% F 74% 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.