IUES:SW:SW-iShares S&P 500 Energy Sector UCITS ETF USD (Acc) USD (USD)

ETF | Others |

Last Closing

USD 9.085

Change

+0.04 (+0.48)%

Market Cap

USD 0.98B

Volume

2.22K

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: 2024-06-27 )

Largest Industry Peers for Others

ETFs Containing IUES: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 8.54% 54% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.54% 53% F 55% F
Trailing 12 Months  
Capital Gain 16.65% 72% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.65% 72% C 73% C
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 3.12% 55% F 55% F
Dividend Return 3.12% 55% F 54% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.11% 47% F 53% F
Risk Adjusted Return 43.93% 43% F 47% F
Market Capitalization 0.98B 76% C+ 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.