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iShares Global Utilities ETF (JXI)

59.14 -0.29 (-0.48%)
As of 3:45 PM EDT. Market Open.

ETF Summary

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Risk Overview

Performance & Risk

YTD Return 1.67%
5y Average Return 5.45%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
JXICategory AverageJXICategory AverageJXICategory Average
Alpha -3.4 -2.65 -2.43 -2.58 0.29 1.77
BETA 0.81 0.78 0.67 0.66 0.59 0.57
Mean Annual Return 0.31 0.36 0.52 0.5 0.54 0.65
R-squared 64.39 59.38 52.46 47.64 40.08 34.96
Standard Deviation 16.66 16.7 16.26 16.84 13.78 14.34
Sharpe Ratio 0.05 0.09 0.25 0.23 0.36 0.44
Treynor Ratio -0.73 0.37 4.34 4.16 7.06 9.93

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