UC07:LSE:LSE-UBS (Irl) plc - MSCI USA Value UCITS USD A-dis (GBX)

ETF | Others |

Last Closing

USD 8428

Change

-7.50 (-0.09)%

Market Cap

N/A

Volume

889.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-08-27 )

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0R1G:LSE Home Depot Inc.

N/A

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0QZK:LSE Coca-Cola Co.

N/A

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0QZ3:LSE Qualcomm Inc.

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0R24:LSE Intel Corp.

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ETFs Containing UC07: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 7.43% 58% F 58% F
Dividend Return 0.01% 11% F 15% F
Total Return 7.44% 56% F 58% F
Trailing 12 Months  
Capital Gain 13.12% 58% F 59% D-
Dividend Return 0.01% 11% F 12% F
Total Return 13.13% 56% F 58% F
Trailing 5 Years  
Capital Gain 35.75% 56% F 63% D
Dividend Return 0.05% 17% F 12% F
Total Return 35.80% 53% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 584.83% 96% N/A 98% N/A
Dividend Return 584.83% 96% N/A 98% N/A
Total Return 0.01% 21% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 2,594.58% 3% F 2% F
Risk Adjusted Return 22.54% 42% F 56% F
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

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 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.