JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 72.91

Change

-0.14 (-0.19)%

Market Cap

N/A

Volume

4.56K

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: 2025-06-05 )

Largest Industry Peers for Utilities

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

-0.13 (-0.16%)

USD 18.68B
FUTY Fidelity® MSCI Utilities Inde..

-0.09 (-0.17%)

USD 1.81B
UTES Virtus Reaves Utilities ETF

-0.53 (-0.73%)

USD 0.47B
JHMU John Hancock Exchange-Traded F..

+0.03 (+0.12%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.05 (-0.12%)

N/A
IDU iShares U.S. Utilities ETF

-0.16 (-0.15%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.27 (-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 13.65% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.65% 100% F 86% B+
Trailing 12 Months  
Capital Gain 15.13% 63% D 81% B-
Dividend Return 1.56% 38% F 32% F
Total Return 16.69% 50% F 81% B-
Trailing 5 Years  
Capital Gain 28.91% 25% F 54% F
Dividend Return 14.79% 63% D 44% F
Total Return 43.70% 25% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 3.67% 25% F 53% F
Dividend Return 5.83% 25% F 52% F
Total Return 2.16% 63% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 9.31% 88% B+ 78% C+
Risk Adjusted Return 62.61% 25% F 77% 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.