IGUS:LSE:LSE-iShares V Public Limited Company - iShares S&P 500 GBP Hedged UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 12013

Change

-28.00 (-0.23)%

Market Cap

USD 0.70B

Volume

5.12K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

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ETFs Containing IGUS:LSE

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 11.27% 80% B- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.27% 79% B- 72% C
Trailing 12 Months  
Capital Gain 26.87% 85% B 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.87% 85% B 81% B-
Trailing 5 Years  
Capital Gain 84.45% 87% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 84.45% 85% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 12.75% 79% B- 78% C+
Dividend Return 12.75% 79% B- 78% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.04% 40% F 55% F
Risk Adjusted Return 70.72% 84% B 90% A-
Market Capitalization 0.70B 75% C 64% D

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

What to not like:
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.