UC98:LSE:LSE-UBS(Lux)Fund Solutions – Bloomberg MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis (GBX)

ETF | Others |

Last Closing

USD 1174.25

Change

0.00 (0.00)%

Market Cap

USD 0.20B

Volume

N/A

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: 2024-08-03 )

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0R1G:LSE Home Depot Inc.

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0QZK:LSE Coca-Cola Co.

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0QZO:LSE 0QZO

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USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

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USD 209.75B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B
0R24:LSE Intel Corp.

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USD 196.14B

ETFs Containing UC98: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 -2.87% 18% F 31% F
Dividend Return 0.02% 30% F 40% F
Total Return -2.85% 17% F 31% F
Trailing 12 Months  
Capital Gain 2.73% 31% F 42% F
Dividend Return 0.03% 25% F 30% F
Total Return 2.76% 28% F 41% F
Trailing 5 Years  
Capital Gain -17.41% 13% F 27% F
Dividend Return 0.02% 10% F 7% C-
Total Return -17.39% 11% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -4.55% 12% F 24% F
Dividend Return -4.55% 11% F 23% F
Total Return 0.00% 8% B- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 4.50% 86% B+ 93% A
Risk Adjusted Return -101.07% 2% F 4% F
Market Capitalization 0.20B 61% D- 34% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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