IDU:NYE-iShares U.S. Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 104.35

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-07 )

ETFs Containing IDU

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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 8.46% 63% D 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.46% 63% D 79% B-
Trailing 12 Months  
Capital Gain 17.02% 63% D 81% B-
Dividend Return 1.95% 63% D 39% F
Total Return 18.98% 75% C 81% B-
Trailing 5 Years  
Capital Gain 33.70% 75% C 58% F
Dividend Return 13.24% 50% F 39% F
Total Return 46.93% 75% C 54% F
Average Annual (5 Year Horizon)  
Capital Gain 4.83% 38% F 56% F
Dividend Return 6.97% 38% F 56% F
Total Return 2.14% 50% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 14.00% 25% F 66% D+
Risk Adjusted Return 49.75% 13% F 66% D+
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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.