ducovest

UC13:LSE:LSE-UBS (Irl) plc - S&P 500 UCITS USD A-dis (GBX)

ETF | Others |

Last Closing

USD 6721.5

Change

-231.00 (-3.32)%

Market Cap

N/A

Volume

1.69K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: GBX

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-08-02 )

Largest Industry Peers for Others

ETFs Containing UC13: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 10.46% 87% B+ 77% C+
Dividend Return 0.01% 13% F 11% F
Total Return 10.47% 86% B+ 76% C+
Trailing 12 Months  
Capital Gain 16.98% 83% B 77% C+
Dividend Return 0.01% 18% F 16% F
Total Return 16.99% 83% B 77% C+
Trailing 5 Years  
Capital Gain 73.30% 88% B+ 87% B+
Dividend Return 0.04% 14% F 9% A-
Total Return 73.34% 87% B+ 85% B
Average Annual (5 Year Horizon)  
Capital Gain 1,021.54% 98% N/A 98% N/A
Dividend Return 1,021.55% 98% N/A 98% N/A
Total Return 0.01% 15% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 3,382.10% 2% F 1% F
Risk Adjusted Return 30.20% 49% F 62% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.