CU31:LSE:LSE-iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B (GBX)

ETF | Others |

Last Closing

USD 9131

Change

0.00 (0.00)%

Market Cap

USD 0.65B

Volume

487.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-29 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

+1.15 (+0.41%)

USD 292,109.69B
XMTD:LSE Xtrackers MSCI Taiwan UCITS ET..

-0.63 (-0.93%)

USD 292,109.19B
0R1O:LSE Amazon.com Inc.

-2.50 (-1.25%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

-2.16 (-1.72%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

-0.19 (-1.05%)

USD 608.02B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

-0.14 (-1.01%)

USD 608.02B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

-29.25 (-1.44%)

USD 321.87B
0QZK:LSE Coca-Cola Co.

-0.25 (-0.39%)

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B

ETFs Containing CU31:LSE

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 2.08% 42% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.08% 40% F 47% F
Trailing 12 Months  
Capital Gain 5.04% 35% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.04% 33% F 45% F
Trailing 5 Years  
Capital Gain 5.12% 37% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.12% 32% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 0.48% 35% F 44% F
Dividend Return 0.48% 34% F 43% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.76% 76% C+ 87% B+
Risk Adjusted Return 7.04% 38% F 48% F
Market Capitalization 0.65B 73% C 56% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.