ISRHF:OTC-iShares V Public Limited Company - iShares S&P 500 Energy Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 9.128

Change

0.00 (0.00)%

Market Cap

N/A

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: 2024-08-28 )

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ETFs Containing ISRHF

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 10.59% 62% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.59% 61% D- 64% D
Trailing 12 Months  
Capital Gain 5.20% 26% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.20% 24% F 59% D-
Trailing 5 Years  
Capital Gain 101.95% 90% A- 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 101.95% 90% A- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 27.61% 90% A- 70% C-
Dividend Return 27.61% 90% A- 67% D+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 34.52% 22% F 65% D
Risk Adjusted Return 79.97% 93% A 96% N/A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:
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.