UBU9:F:F-UBS (Irl) ETF Public Limited Company - S&P 500 UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 82.134

Change

-0.33 (-0.40)%

Market Cap

USD 0.83B

Volume

2.39K

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: 2024-07-01 )

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Symbol Name Price(Change) Market Cap
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ZPDJ:F SPDR® MSCI Japan UCITS ETF

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SXR8:F iShares Core S&P 500 UCITS ETF..

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USD 89.53B
EUNL:F iShares Core MSCI World UCITS ..

N/A

USD 72.04B
FRCJ:F UBS MSCI Japan Socially Respon..

+0.07 (+0.32%)

USD 71.25B
XDNY:F Xtrackers MSCI Japan ESG Scree..

+0.05 (+0.30%)

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SXRZ:F iShares VII PLC - iShares Nikk..

N/A

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VUAA:F Vanguard S&P 500 UCITS Acc

N/A

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

+0.22 (+0.23%)

USD 51.63B

ETFs Containing UBU9:F

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 18.37% 89% A- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.37% 86% B+ 71% C-
Trailing 12 Months  
Capital Gain 24.87% 82% B 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.87% 80% B- 70% C-
Trailing 5 Years  
Capital Gain 90.98% 94% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 90.98% 94% A 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.75% 90% A- 79% B-
Dividend Return 13.75% 88% B+ 73% C
Total Return N/A 69% C- 95% A
Risk Return Profile  
Volatility (Standard Deviation) 14.38% 43% F 75% C
Risk Adjusted Return 95.61% 97% N/A 96% N/A
Market Capitalization 0.83B 70% C- 56% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.