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

ETF | Others |

Last Closing

USD 13.066

Change

+0.02 (+0.14)%

Market Cap

USD 1.29B

Volume

0.07M

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: 2024-05-22 )

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 2.82% 27% F 30% F
Dividend Return 0.78% 33% F 22% F
Total Return 3.60% 28% F 31% F
Trailing 12 Months  
Capital Gain 8.20% 39% F 43% F
Dividend Return 0.83% 47% F 26% F
Total Return 9.02% 41% F 44% F
Trailing 5 Years  
Capital Gain 1.44% 28% F 39% F
Dividend Return 1.80% 58% F 29% F
Total Return 3.24% 29% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 1.71% 47% F 48% F
Dividend Return 1.82% 48% F 49% F
Total Return 0.11% 42% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 22.44% 8% B- 14% F
Risk Adjusted Return 8.12% 29% F 32% F
Market Capitalization 1.29B 82% B 77% C+

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.