UC13:LSE:LSE-UBS (Irl) plc - S&P 500 UCITS USD A-dis (GBX)

ETF | Others |

Last Closing

USD 6652.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

699.00

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: 2024-09-07 )

Largest Industry Peers for Others

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0R1I:LSE NVIDIA Corp.

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

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

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USD 583.82B
0R1G:LSE Home Depot Inc.

N/A

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

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

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

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USD 204.07B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B

ETFs Containing UC13: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 9.33% 78% C+ 71% C-
Dividend Return 0.01% 14% F 20% F
Total Return 9.34% 77% C+ 70% C-
Trailing 12 Months  
Capital Gain 15.08% 73% C 69% C-
Dividend Return 0.01% 15% F 16% F
Total Return 15.09% 71% C- 68% D+
Trailing 5 Years  
Capital Gain 70.77% 86% B+ 86% B+
Dividend Return 0.05% 16% F 12% F
Total Return 70.82% 85% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 1,024.37% 97% N/A 98% N/A
Dividend Return 1,024.38% 97% N/A 98% N/A
Total Return 0.01% 18% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 3,381.21% 2% F 2% F
Risk Adjusted Return 30.30% 46% F 60% D-
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.