IUSA:LSE:LSE-iShares S&P 500 UCITS Dist (GBX)

ETF | Others |

Last Closing

USD 4231.75

Change

-16.00 (-0.38)%

Market Cap

USD 17.60B

Volume

0.05M

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: 2024-08-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

+1.58 (+0.57%)

USD 292,109.69B
0R1O:LSE Amazon.com Inc.

+0.75 (+0.40%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

+0.21 (+0.15%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.13 (+0.76%)

USD 559.82B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.09 (+0.64%)

USD 500.71B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

-0.95 (-1.42%)

USD 266.08B
0QZO:LSE 0QZO

+0.45 (+0.47%)

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

+0.22 (+0.75%)

USD 204.07B
0QZ3:LSE Qualcomm Inc.

+2.88 (+1.69%)

USD 202.26B

ETFs Containing IUSA: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 13.15% 80% B- 74% C
Dividend Return 0.01% 8% B- 12% F
Total Return 13.16% 79% B- 73% C
Trailing 12 Months  
Capital Gain 19.58% 76% C+ 72% C
Dividend Return 0.01% 9% A- 9% A-
Total Return 19.59% 75% C 72% C
Trailing 5 Years  
Capital Gain 76.90% 85% B 84% B
Dividend Return 2.07% 34% F 38% F
Total Return 78.97% 85% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.39% 78% C+ 78% C+
Dividend Return 13.67% 78% C+ 77% C+
Total Return 0.27% 39% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 11.17% 60% D- 75% C
Risk Adjusted Return 122.33% 99% N/A 99% N/A
Market Capitalization 17.60B 98% N/A 75% C

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:
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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.