SPOG:LSE:LSE-iShares V Public Limited Company - iShares Oil & Gas Exploration & Production UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 2191.5

Change

+9.75 (+0.45)%

Market Cap

USD 0.32B

Volume

165.00

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: 2024-07-04 )

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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 9.12% 68% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.12% 67% D+ 67% D+
Trailing 12 Months  
Capital Gain 21.55% 75% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.55% 74% C 73% C
Trailing 5 Years  
Capital Gain 74.66% 86% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 74.66% 85% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 29.00% 90% A- 90% A-
Dividend Return 29.00% 90% A- 90% A-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 44.16% 15% F 20% F
Risk Adjusted Return 65.66% 77% C+ 85% B
Market Capitalization 0.32B 61% D- 46% 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:
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.