IS15:SW:SW-iShares £ Corp Bond 0-5yr UCITS ETF GBP (Dist) GBP (GBP)

ETF | Others |

Last Closing

USD 99.358

Change

0.00 (0.00)%

Market Cap

USD 1.61B

Volume

1.07K

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: 2024-06-28 )

Largest Industry Peers for Others

ETFs Containing IS15: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 -0.48% 16% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.48% 16% F 20% F
Trailing 12 Months  
Capital Gain 4.34% 33% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.34% 32% F 36% F
Trailing 5 Years  
Capital Gain -6.46% 22% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.46% 21% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -1.65% 11% F 14% F
Dividend Return -1.65% 11% F 14% F
Total Return N/A 68% D+ 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 3.95% 68% D+ 72% C
Risk Adjusted Return -41.86% 12% F 13% F
Market Capitalization 1.61B 83% B 79% B-

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:
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.

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.