UEFZ:XETRA:XETRA-UBS - SBI Foreign AAA-BBB 5-10 UCITSCHF A-dis (EUR)

ETF | Others |

Last Closing

USD 13.887

Change

-0.07 (-0.49)%

Market Cap

USD 0.42B

Volume

0.02M

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: 2024-07-02 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XM1D:XETRA Xtrackers MSCI Japan UCITS ETF..

+0.47 (+0.92%)

USD 548.90B
LCUJ:XETRA Lyxor Core MSCI Japan (DR) UCI..

+0.14 (+0.83%)

USD 191.96B
PRAJ:XETRA Amundi Index Solutions - Amund..

+0.21 (+0.79%)

USD 177.46B
PR1J:XETRA Amundi Prime Japan UCITS ETF D..

+0.20 (+0.71%)

USD 177.46B
XDJP:XETRA Xtrackers Nikkei 225 UCITS ETF..

+0.20 (+0.83%)

USD 157.79B
8R80:XETRA Amundi Index Solutions - Amund..

+0.96 (+0.64%)

USD 103.20B
JARI:XETRA Amundi Index Solutions - Amund..

+0.22 (+0.49%)

USD 102.92B
UIM5:XETRA UBS (Lux) Fund Solutions - MSC..

+0.43 (+0.83%)

USD 85.64B
SXR8:XETRA iShares Core S&P 500 UCITS ETF..

+0.28 (+0.05%)

USD 80.38B
FRCJ:XETRA UBS MSCI Japan Socially Respon..

+0.19 (+0.86%)

USD 79.79B

ETFs Containing UEFZ:XETRA

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 -4.01% 11% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.01% 11% F 18% F
Trailing 12 Months  
Capital Gain 5.20% 38% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.20% 37% F 42% F
Trailing 5 Years  
Capital Gain 4.82% 36% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.82% 35% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 0.61% 35% F 36% F
Dividend Return 0.61% 34% F 34% F
Total Return N/A 77% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 4.48% 84% B 88% B+
Risk Adjusted Return 13.53% 36% F 37% F
Market Capitalization 0.42B 64% D 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.