MSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI Emerging Markets Socially Responsible UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 12.95

Change

+0.05 (+0.37)%

Market Cap

USD 1.29B

Volume

0.64M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-14 )

Largest Industry Peers for Others

ETFs Containing MSRUSA:SW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.90% 25% F 29% F
Dividend Return 0.78% 33% F 21% F
Total Return 2.69% 28% F 31% F
Trailing 12 Months  
Capital Gain 6.46% 39% F 43% F
Dividend Return 0.82% 46% F 24% F
Total Return 7.28% 41% F 44% F
Trailing 5 Years  
Capital Gain -0.06% 29% F 39% F
Dividend Return 1.79% 62% D 28% F
Total Return 1.73% 29% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 1.58% 47% F 48% F
Dividend Return 1.69% 49% F 49% F
Total Return 0.11% 36% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 22.48% 8% B- 14% F
Risk Adjusted Return 7.52% 30% F 32% F
Market Capitalization 1.29B 83% B 79% B-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.