ESREUA:SW:SW-UBS(Lux)Fund Solutions – MSCI EMU Socially Responsible UCITS ETF(EUR)A-dis EUR (CHF)

ETF | Others |

Last Closing

USD 112.18

Change

0.00 (0.00)%

Market Cap

USD 0.82B

Volume

3.06K

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: 2024-06-15 )

Largest Industry Peers for Others

ETFs Containing ESREUA: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 10.52% 68% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.52% 68% D+ 68% D+
Trailing 12 Months  
Capital Gain 3.58% 36% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.58% 36% F 39% F
Trailing 5 Years  
Capital Gain 5.00% 34% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.00% 33% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 2.35% 49% F 50% F
Dividend Return 2.42% 50% F 50% F
Total Return N/A 15% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 18.14% 13% F 21% F
Risk Adjusted Return 13.35% 28% F 32% F
Market Capitalization 0.82B 74% C 69% C-

Annual Financials (CHF)

Quarterly Financials (CHF)

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.

Below median total returns

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

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.