UKSR:SW:SW-UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis CHF (GBP)

ETF | Others |

Last Closing

USD 18.188

Change

0.00 (0.00)%

Market Cap

USD 0.73B

Volume

2.57K

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 UKSR: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 9.43% 61% D- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.43% 61% D- 62% D
Trailing 12 Months  
Capital Gain 3.33% 35% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.33% 35% F 38% F
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 -0.04% 23% F 26% F
Dividend Return -0.04% 23% F 26% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.46% 75% C 78% C+
Risk Adjusted Return -1.13% 23% F 26% F
Market Capitalization 0.73B 71% C- 67% D+

Annual Financials (GBP)

Quarterly Financials (GBP)

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.