IUES:SW:SW-iShares S&P 500 Energy Sector UCITS ETF USD (Acc) USD (USD)

ETF | Others |

Last Closing

USD 9.123

Change

-0.24 (-2.53)%

Market Cap

USD 1.03B

Volume

7.84K

Analyst Target

N/A
Analyst Rating

Verdict

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 )

Largest Industry Peers for Others

ETFs Containing IUES:SW

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 9.00% 66% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.00% 65% D 66% D+
Trailing 12 Months  
Capital Gain 6.71% 48% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.71% 48% F 50% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.85% 58% F 58% F
Dividend Return 3.85% 58% F 30% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.42% 46% F 30% F
Risk Adjusted Return 51.97% 47% F 30% F
Market Capitalization 1.03B 72% C 67% D+

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.