UIMC:F:F-UBS (Lux) Fund Solutions - Bloomberg Barclays MSCI Euro Area Liquid Corporates Sustainable UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 12.971

Change

+0.03 (+0.22)%

Market Cap

USD 0.59B

Volume

N/A

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: 2024-07-05 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
PRAJ:F Amundi Index Solutions - Amund..

+0.50 (+1.85%)

USD 139.20B
UIM5:F UBS (Lux) Fund Solutions - MSC..

+0.88 (+1.73%)

USD 115.53B
SXR8:F iShares Core S&P 500 UCITS ETF..

+5.96 (+1.09%)

USD 96.59B
ZPDJ:F SPDR® MSCI Japan UCITS ETF

+0.98 (+1.78%)

USD 94.63B
SXRZ:F iShares VII PLC - iShares Nikk..

+4.25 (+1.78%)

USD 57.94B
XDNY:F Xtrackers MSCI Japan ESG Scree..

N/A

USD 54.05B
VUAA:F Vanguard S&P 500 UCITS Acc

+1.41 (+1.45%)

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

+1.21 (+1.24%)

USD 51.63B
XJSE:F Xtrackers II - Japan Governmen..

-0.09 (-1.11%)

USD 40.74B
0ZC:F Zscaler Inc

+0.20 (+0.13%)

USD 37.92B

ETFs Containing UIMC: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 -1.00% 27% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.00% 25% F 41% F
Trailing 12 Months  
Capital Gain 4.33% 41% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.33% 39% F 48% F
Trailing 5 Years  
Capital Gain -10.92% 19% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.92% 19% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.86% 26% F 38% F
Dividend Return -2.86% 24% F 34% F
Total Return N/A 64% D 94% A
Risk Return Profile  
Volatility (Standard Deviation) 7.11% 76% C+ 92% A
Risk Adjusted Return -40.27% 26% F 27% F
Market Capitalization 0.59B 64% D 52% 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:
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.