IS15:SW:SW-iShares £ Corp Bond 0-5yr UCITS ETF GBP (Dist) GBP (GBP)

ETF | Others |

Last Closing

USD 99.358

Change

0.00 (0.00)%

Market Cap

USD 1.61B

Volume

1.07K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-07 )

Largest Industry Peers for Others

ETFs Containing IS15:SW

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 -0.48% 15% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.48% 15% F 19% F
Trailing 12 Months  
Capital Gain 1.57% 18% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.57% 18% F 22% F
Trailing 5 Years  
Capital Gain -7.12% 23% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.12% 23% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -1.53% 10% F 14% F
Dividend Return -1.53% 10% F 13% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.04% 73% C 76% C+
Risk Adjusted Return -37.78% 11% F 12% F
Market Capitalization 1.61B 80% B- 75% C

Annual Financials (GBP)

Quarterly Financials (GBP)

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 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:
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 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.