36BA:XETRA:XETRA-iShares $ Corp Bond ESG UCITS ETF EUR Hedged Inc (EUR)

ETF | Others |

Last Closing

USD 3.9952

Change

0.00 (-0.09)%

Market Cap

USD 0.30B

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 )

ETFs Containing 36BA:XETRA

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 -3.85% 9% A- 15% F
Dividend Return 2.90% 93% A 78% C+
Total Return -0.95% 20% F 24% F
Trailing 12 Months  
Capital Gain -1.74% 12% F 20% F
Dividend Return 5.24% 96% N/A 86% B+
Total Return 3.50% 28% F 33% 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 -2.90% 19% F 21% F
Dividend Return -1.99% 21% F 23% F
Total Return 0.92% 45% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 3.56% 93% A 94% A
Risk Adjusted Return -55.80% 14% F 13% F
Market Capitalization 0.30B 57% F 51% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.