QDVF:F:F-iShares S&P 500 Energy Sector UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 8.479

Change

+0.02 (+0.22)%

Market Cap

USD 0.98B

Volume

900.00

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: 2024-07-04 )

ETFs Containing QDVF: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 14.06% 79% B- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.06% 76% C+ 65% D
Trailing 12 Months  
Capital Gain 16.68% 69% C- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.68% 67% D+ 62% D
Trailing 5 Years  
Capital Gain 87.98% 92% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 87.98% 92% A 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 28.83% 98% N/A 91% A-
Dividend Return 28.83% 97% N/A 85% B
Total Return N/A 58% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 44.40% 4% F 23% F
Risk Adjusted Return 64.92% 83% B 87% B+
Market Capitalization 0.98B 73% C 58% 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.