DGRP:LSE:LSE-WisdomTree US Quality Dividend Growth UCITS ETF - USD (GBX)

ETF | Others |

Last Closing

USD 3041

Change

-19.00 (-0.62)%

Market Cap

USD 0.10B

Volume

630.00

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 )

Largest Industry Peers for Others

ETFs Containing DGRP:LSE

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 8.03% 64% D 62% D
Dividend Return 0.00% 6% D- 4% F
Total Return 8.03% 64% D 62% D
Trailing 12 Months  
Capital Gain 17.30% 69% C- 68% D+
Dividend Return 0.00% 4% F 3% F
Total Return 17.30% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 78.51% 84% B 85% B
Dividend Return 0.00% 2% F 2% F
Total Return 78.52% 83% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.24% 74% C 75% C
Dividend Return 11.24% 74% C 74% C
Total Return 0.00% 4% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 6.54% 81% B- 90% A-
Risk Adjusted Return 171.97% 100% F 100% F
Market Capitalization 0.10B 44% F 39% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

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:
Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.