36BA:XETRA:XETRA-iShares $ Corp Bond ESG UCITS ETF EUR Hedged Inc (EUR)

ETF | Others |

Last Closing

USD 4.2347

Change

+0.01 (+0.20)%

Market Cap

USD 0.30B

Volume

0.07M

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: 2024-09-17 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XM1D:XETRA Xtrackers MSCI Japan UCITS ETF..

+0.14 (+0.26%)

USD 426.26B
LCUJ:XETRA Lyxor Core MSCI Japan (DR) UCI..

+0.05 (+0.32%)

USD 191.96B
PRAJ:XETRA Amundi Index Solutions - Amund..

+0.07 (+0.24%)

USD 177.46B
PR1J:XETRA Amundi Prime Japan UCITS ETF D..

+0.10 (+0.35%)

USD 177.46B
XDJP:XETRA Xtrackers Nikkei 225 UCITS ETF..

+0.11 (+0.43%)

USD 157.79B
JARI:XETRA Amundi Index Solutions - Amund..

+0.56 (+1.22%)

USD 104.42B
8R80:XETRA Amundi Index Solutions - Amund..

+0.06 (+0.04%)

USD 104.42B
UIM5:XETRA UBS (Lux) Fund Solutions - MSC..

+0.16 (+0.32%)

USD 85.64B
EUNL:XETRA iShares Core MSCI World UCITS ..

+0.73 (+0.72%)

USD 84.07B
SXR8:XETRA iShares Core S&P 500 UCITS ETF..

+6.48 (+1.11%)

USD 80.38B

ETFs Containing 36BA: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 1.91% 30% F 36% F
Dividend Return 28.09% 100% F 100% F
Total Return 30.01% 98% N/A 95% A
Trailing 12 Months  
Capital Gain 5.60% 30% F 37% F
Dividend Return 31.41% 100% F 100% F
Total Return 37.02% 95% A 93% A
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 -2.52% 18% F 20% F
Dividend Return 0.69% 30% F 31% F
Total Return 3.20% 95% A 85% B
Risk Return Profile  
Volatility (Standard Deviation) 8.62% 65% D 72% C
Risk Adjusted Return 7.99% 29% F 31% F
Market Capitalization 0.30B 54% F 48% F

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.