2B7D:F:F-iShares S&P 500 Consumer Staples Sector UCITS Acc (EUR)

ETF | Others |

Last Closing

USD 7.83

Change

-0.01 (-0.06)%

Market Cap

N/A

Volume

N/A

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: 2024-05-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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ZPDJ:F SPDR® MSCI Japan UCITS ETF

+0.08 (+0.14%)

USD 92.18B
SXR8:F iShares Core S&P 500 UCITS ETF..

N/A

USD 85.13B
FRCJ:F UBS MSCI Japan Socially Respon..

N/A

USD 75.40B
EUNL:F iShares Core MSCI World UCITS ..

+0.44 (+0.47%)

USD 72.04B
XDNY:F Xtrackers MSCI Japan ESG Scree..

+0.02 (+0.11%)

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SXRZ:F iShares VII PLC - iShares Nikk..

+1.80 (+0.78%)

USD 55.70B
VUAA:F Vanguard S&P 500 UCITS Acc

+0.34 (+0.36%)

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

+0.72 (+0.76%)

USD 51.63B

ETFs Containing 2B7D:F

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 10.99% 69% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.99% 67% D+ 61% D-
Trailing 12 Months  
Capital Gain 5.38% 43% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.38% 41% F 48% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.89% 51% F 55% F
Dividend Return 1.89% 50% F 50% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.27% 94% A 98% N/A
Risk Adjusted Return 57.87% 82% B 86% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
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.