JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 73.3907

Change

+0.46 (+0.63)%

Market Cap

N/A

Volume

7.23K

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: 2025-05-19 )

Largest Industry Peers for Utilities

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

+0.35 (+0.43%)

USD 18.68B
FUTY Fidelity® MSCI Utilities Inde..

+0.26 (+0.49%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

+0.46 (+0.64%)

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

-0.02 (-0.07%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.20 (+0.46%)

N/A
IDU iShares U.S. Utilities ETF

+0.50 (+0.48%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.82 (+0.46%)

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 14.40% 88% B+ 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.40% 88% B+ 88% B+
Trailing 12 Months  
Capital Gain 14.12% 38% F 80% B-
Dividend Return 1.54% 38% F 31% F
Total Return 15.65% 38% F 79% B-
Trailing 5 Years  
Capital Gain 42.04% 25% F 53% F
Dividend Return 16.19% 63% D 43% F
Total Return 58.22% 25% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 3.70% 25% F 51% F
Dividend Return 5.87% 25% F 51% F
Total Return 2.17% 63% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 9.37% 88% B+ 80% B-
Risk Adjusted Return 62.61% 25% F 76% 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.