UEFZ:F:F-UBS ETF SICAV - SBI Foreign AAA-BBB 5-10 UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 13.41

Change

-0.01 (-0.09)%

Market Cap

USD 0.40B

Volume

N/A

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: 2024-05-21 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
PRAJ:F Amundi Index Solutions - Amund..

N/A

USD 139.20B
UIM5:F UBS (Lux) Fund Solutions - MSC..

-0.01 (-0.03%)

USD 115.48B
ZPDJ:F SPDR® MSCI Japan UCITS ETF

N/A

USD 95.20B
SXR8:F iShares Core S&P 500 UCITS ETF..

N/A

USD 88.54B
FRCJ:F UBS MSCI Japan Socially Respon..

+0.03 (+0.12%)

USD 75.49B
EUNL:F iShares Core MSCI World UCITS ..

-0.24 (-0.25%)

USD 72.04B
SXRZ:F iShares VII PLC - iShares Nikk..

-0.15 (-0.07%)

USD 56.16B
XDNY:F Xtrackers MSCI Japan ESG Scree..

+0.01 (+0.05%)

USD 56.02B
VUAA:F Vanguard S&P 500 UCITS Acc

-0.05 (-0.05%)

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

+0.09 (+0.09%)

USD 51.63B

ETFs Containing UEFZ: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 -6.64% 11% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.64% 10% F 28% F
Trailing 12 Months  
Capital Gain 2.01% 32% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.01% 31% F 45% F
Trailing 5 Years  
Capital Gain 3.42% 33% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.42% 33% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 0.43% 43% F 50% F
Dividend Return 0.43% 42% F 45% F
Total Return N/A 65% D 94% A
Risk Return Profile  
Volatility (Standard Deviation) 4.25% 89% A- 96% N/A
Risk Adjusted Return 10.07% 43% F 48% F
Market Capitalization 0.40B 55% F 46% F

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:
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.