5HEE:F:F-Ossiam Irl Icav - Ossiam Esg Low Carbon Shiller Barclays Cape US Sector Ucits Fund (EUR)

ETF | Others |

Last Closing

USD 105.12

Change

-0.16 (-0.15)%

Market Cap

N/A

Volume

N/A

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: 2024-05-24 )

ETFs Containing 5HEE:F

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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 -1.09% 27% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.09% 26% F 40% F
Trailing 12 Months  
Capital Gain 4.43% 41% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.43% 39% F 47% F
Trailing 5 Years  
Capital Gain 66.78% 78% C+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.78% 78% C+ 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.36% 87% B+ 79% B-
Dividend Return 12.36% 86% B+ 72% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.37% 42% F 73% C
Risk Adjusted Return 85.99% 95% A 94% A
Market Capitalization N/A N/A N/A N/A N/A

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:
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.