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

ETF | Others |

Last Closing

USD 8.23

Change

+0.14 (+1.68)%

Market Cap

N/A

Volume

3.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-08-28 )

Largest Industry Peers for Others

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SXRZ:F iShares VII PLC - iShares Nikk..

-1.50 (-0.64%)

USD 53.24B
VUAA:F Vanguard S&P 500 UCITS Acc

+0.48 (+0.50%)

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

N/A

USD 51.63B
XDNY:F Xtrackers MSCI Japan ESG Scree..

-0.12 (-0.77%)

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XJSE:F Xtrackers II - Japan Governmen..

+0.08 (+0.96%)

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0ZC:F Zscaler Inc

+5.84 (+4.01%)

USD 37.92B

ETFs Containing 2B7D:F

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 16.65% 85% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.65% 82% B 66% D+
Trailing 12 Months  
Capital Gain 10.77% 53% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.77% 50% F 54% 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 2.47% 48% F 53% F
Dividend Return 2.47% 46% F 47% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.50% 95% A 99% N/A
Risk Adjusted Return 70.63% 83% B 86% B+
Market Capitalization N/A N/A N/A N/A N/A

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.

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:
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.