UKDV:LSE:LSE-SPDR S&P UK Dividend Aristocrats (GBP)

ETF | Others |

Last Closing

USD 10.931

Change

+0.00 (+0.03)%

Market Cap

USD 0.11B

Volume

0.02M

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: 2024-07-30 )

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USD 209.75B
0QZ3:LSE Qualcomm Inc.

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USD 202.26B
0R24:LSE Intel Corp.

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USD 196.14B

ETFs Containing UKDV:LSE

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 8.41% 68% D+ 64% D
Dividend Return 1.39% 59% D- 78% C+
Total Return 9.80% 73% C 68% D+
Trailing 12 Months  
Capital Gain 9.82% 59% D- 59% D-
Dividend Return 3.69% 88% B+ 92% A
Total Return 13.51% 70% C- 67% D+
Trailing 5 Years  
Capital Gain -3.24% 28% F 41% F
Dividend Return 10.36% 78% C+ 85% B
Total Return 7.12% 33% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 361.36% 96% N/A 97% N/A
Dividend Return 363.06% 96% N/A 97% N/A
Total Return 1.70% 74% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 1,825.22% 4% F 3% F
Risk Adjusted Return 19.89% 41% F 55% F
Market Capitalization 0.11B 50% F 28% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.