WENS:SW:SW-iShares MSCI World Energy Sector UCITS ETF USD Inc USD (USD)

ETF | Others |

Last Closing

USD 7.398

Change

+0.10 (+1.34)%

Market Cap

USD 0.73B

Volume

0.03M

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: 2024-05-23 )

Largest Industry Peers for Others

ETFs Containing WENS: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 10.29% 56% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.29% 56% F 57% F
Trailing 12 Months  
Capital Gain 17.08% 62% D 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.08% 62% D 64% D
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 1.48% 44% F 45% F
Dividend Return 1.48% 44% F 45% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.94% 58% F 63% D
Risk Adjusted Return 29.99% 39% F 42% F
Market Capitalization 0.73B 72% C 67% D+

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:

There is nothing we particularly like

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.