UBU9:XETRA:XETRA-UBS (Irl) plc - S&P 500 UCITS USD A-dis (EUR)

ETF | Others |

Last Closing

USD 82.856

Change

+0.07 (+0.08)%

Market Cap

USD 0.50B

Volume

7.71K

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 UBU9: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 18.14% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.14% 88% B+ 86% B+
Trailing 12 Months  
Capital Gain 26.71% 84% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.71% 84% B 83% B
Trailing 5 Years  
Capital Gain 92.53% 94% A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 92.53% 93% A 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 13.77% 87% B+ 83% B
Dividend Return 13.77% 86% B+ 82% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.36% 41% F 52% F
Risk Adjusted Return 95.88% 97% N/A 96% N/A
Market Capitalization 0.50B 67% D+ 60% D-

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.