MSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI Emerging Markets Socially Responsible UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 13.472

Change

+0.04 (+0.33)%

Market Cap

USD 1.30B

Volume

1.77K

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 )

Largest Industry Peers for Others

ETFs Containing MSRUSA:SW

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 6.01% 41% F 44% F
Dividend Return 0.78% 21% F 15% F
Total Return 6.80% 44% F 46% F
Trailing 12 Months  
Capital Gain 10.52% 47% F 50% F
Dividend Return 0.82% 39% F 20% F
Total Return 11.33% 49% F 52% F
Trailing 5 Years  
Capital Gain -1.03% 28% F 39% F
Dividend Return 1.70% 62% D 31% F
Total Return 0.68% 31% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 2.27% 49% F 50% F
Dividend Return 2.37% 50% F 50% F
Total Return 0.10% 31% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 22.29% 7% C- 13% F
Risk Adjusted Return 10.64% 30% F 32% F
Market Capitalization 1.30B 80% B- 76% C+

Annual Financials (USD)

Quarterly Financials (USD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.