JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 70.4812

Change

-0.11 (-0.15)%

Market Cap

N/A

Volume

0.01M

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: 2025-04-25 )

Largest Industry Peers for Utilities

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

-0.24 (-0.31%)

USD 16.96B
FUTY Fidelity® MSCI Utilities Inde..

-0.20 (-0.39%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

+0.11 (+0.17%)

USD 0.39B
JHMU John Hancock Exchange-Traded F..

+0.02 (+0.06%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.10 (-0.24%)

N/A
IDU iShares U.S. Utilities ETF

-0.28 (-0.28%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.65 (-0.38%)

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 9.87% 100% F 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.87% 100% F 89% A-
Trailing 12 Months  
Capital Gain 19.32% 75% C 87% B+
Dividend Return 1.67% 38% F 33% F
Total Return 21.00% 75% C 86% B+
Trailing 5 Years  
Capital Gain 35.31% 63% D 49% F
Dividend Return 16.05% 63% D 41% F
Total Return 51.36% 63% D 45% F
Average Annual (5 Year Horizon)  
Capital Gain 3.80% 25% F 50% F
Dividend Return 6.00% 25% F 49% F
Total Return 2.20% 63% D 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.59% 88% B+ 79% B-
Risk Adjusted Return 62.62% 25% F 75% 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.