5HEE:F:F-Ossiam Irl Icav - Ossiam Esg Low Carbon Shiller Barclays Cape US Sector Ucits Fund (EUR)

ETF | Others |

Last Closing

USD 107.02

Change

+0.44 (+0.41)%

Market Cap

N/A

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: 2024-07-10 )

Largest Industry Peers for Others

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SXRZ:F iShares VII PLC - iShares Nikk..

N/A

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VUSA:F Vanguard Funds Public Limited ..

+1.67 (+1.76%)

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VUAA:F Vanguard S&P 500 UCITS Acc

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XJSE:F Xtrackers II - Japan Governmen..

+0.12 (+1.55%)

USD 38.74B
0ZC:F Zscaler Inc

-0.10 (-0.06%)

USD 37.92B

ETFs Containing 5HEE: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 0.70% 34% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.70% 32% F 45% F
Trailing 12 Months  
Capital Gain 1.42% 30% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.42% 27% F 45% F
Trailing 5 Years  
Capital Gain 59.83% 79% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 59.83% 79% B- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 12.14% 84% B 76% C+
Dividend Return 12.14% 82% B 70% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.46% 43% F 75% C
Risk Adjusted Return 83.92% 94% A 93% A
Market Capitalization N/A N/A N/A N/A N/A

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.