5MVW:XETRA:XETRA-iShares MSCI World Energy Sector UCITS ETF USD Inc (EUR)

ETF | Others |

Last Closing

USD 6.33

Change

0.00 (0.00)%

Market Cap

USD 0.59B

Volume

0.06M

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: 2024-08-03 )

ETFs Containing 5MVW: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 4.68% 60% D- 61% D-
Dividend Return 1.94% 79% B- 54% F
Total Return 6.62% 71% C- 69% C-
Trailing 12 Months  
Capital Gain 2.74% 25% F 33% F
Dividend Return 1.91% 64% D 42% F
Total Return 4.65% 34% F 39% 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 23.68% 95% A 92% A
Dividend Return 24.48% 95% A 92% A
Total Return 0.80% 44% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 26.33% 11% F 22% F
Risk Adjusted Return 92.97% 94% A 95% A
Market Capitalization 0.59B 68% D+ 60% D-

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.

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.