IUFS:SW:SW-iShares S&P 500 Financials Sector UCITS ETF USD (Acc) USD (USD)

ETF | Others |

Last Closing

USD 11.84

Change

+0.02 (+0.20)%

Market Cap

USD 1.13B

Volume

1.22K

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 IUFS: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 10.32% 64% D 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.32% 63% D 64% D
Trailing 12 Months  
Capital Gain 25.32% 89% A- 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.32% 89% A- 88% B+
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 7.12% 78% C+ 77% C+
Dividend Return 7.12% 78% C+ 76% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 11.54% 27% F 34% F
Risk Adjusted Return 61.68% 61% D- 65% D
Market Capitalization 1.13B 78% C+ 74% 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:
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.