UBU5:F:F-UBS (Irl) ETF Public Limited Company - MSCI USA Value UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 97.26

Change

-0.31 (-0.32)%

Market Cap

USD 0.64B

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 UBU5:F

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 7.93% 57% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.93% 55% F 55% F
Trailing 12 Months  
Capital Gain 17.12% 69% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.12% 67% D+ 61% D-
Trailing 5 Years  
Capital Gain 44.62% 64% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 44.62% 63% D 52% F
Average Annual (5 Year Horizon)  
Capital Gain 7.95% 74% C 70% C-
Dividend Return 7.95% 72% C 64% D
Total Return N/A 76% C+ 96% N/A
Risk Return Profile  
Volatility (Standard Deviation) 15.38% 36% F 70% C-
Risk Adjusted Return 51.65% 73% C 77% C+
Market Capitalization 0.64B 66% D+ 53% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.