QDVK:F:F-iShares V Public Limited Company - iShares S&P 500 Consumer Discretionary Sector UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 10.934

Change

-0.69 (-5.94)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-08-02 )

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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 -0.16% 28% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.16% 24% F 42% F
Trailing 12 Months  
Capital Gain 6.65% 49% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.65% 47% F 52% F
Trailing 5 Years  
Capital Gain 60.68% 81% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.68% 80% B- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 13.15% 86% B+ 77% C+
Dividend Return 13.15% 84% B 70% C-
Total Return N/A 55% F 94% A
Risk Return Profile  
Volatility (Standard Deviation) 19.51% 24% F 63% D
Risk Adjusted Return 67.39% 82% B 85% B
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.