UBU5:XETRA:XETRA-UBS (Irl) plc - MSCI USA Value UCITS USD A-dis (EUR)

ETF | Others |

Last Closing

USD 98.98

Change

0.00 (0.00)%

Market Cap

USD 0.63B

Volume

4.94K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-08 )

ETFs Containing UBU5:XETRA

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 9.43% 76% C+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.43% 75% C 73% C
Trailing 12 Months  
Capital Gain 13.28% 66% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.28% 65% D 65% D
Trailing 5 Years  
Capital Gain 40.32% 64% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.32% 63% D 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.65% 70% C- 68% D+
Dividend Return 9.65% 70% C- 66% D+
Total Return N/A 6% D- 100% F
Risk Return Profile  
Volatility (Standard Deviation) 14.69% 38% F 49% F
Risk Adjusted Return 65.66% 67% D+ 70% C-
Market Capitalization 0.63B 70% C- 61% D-

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:

There is nothing we particularly like

What to not like:
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.