UKSR:SW:SW-UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis CHF (GBP)

ETF | Others |

Last Closing

USD 19.194

Change

-0.01 (-0.03)%

Market Cap

USD 0.73B

Volume

659.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-23 )

Largest Industry Peers for Others

ETFs Containing UKSR: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 15.49% 79% B- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.49% 79% B- 78% C+
Trailing 12 Months  
Capital Gain 11.98% 47% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.98% 47% F 50% 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 -0.49% 19% F 23% F
Dividend Return -0.49% 19% F 22% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.88% 77% C+ 80% B-
Risk Adjusted Return -17.08% 21% F 22% F
Market Capitalization 0.73B 72% C 67% D+

Annual Financials (GBP)

Quarterly Financials (GBP)

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.