2B7D:XETRA:XETRA-iShares S&P 500 Consumer Staples Sector UCITS Acc (EUR)

ETF | Others |

Last Closing

USD 7.955

Change

-0.12 (-1.45)%

Market Cap

USD 0.33B

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: 2024-08-02 )

ETFs Containing 2B7D:XETRA

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 12.37% 89% A- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.37% 89% A- 85% B
Trailing 12 Months  
Capital Gain 9.30% 60% D- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.30% 59% D- 60% D-
Trailing 5 Years  
Capital Gain 55.98% 76% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 55.98% 75% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.36% 70% C- 68% D+
Dividend Return 9.36% 70% C- 66% D+
Total Return N/A 2% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 11.39% 54% F 63% D
Risk Adjusted Return 82.13% 89% A- 90% A-
Market Capitalization 0.33B 57% F 50% F

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:
Below median total returns

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