IDPE:LSE:LSE-iShares Listed Private Equity UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 35.97

Change

+0.90 (+2.57)%

Market Cap

N/A

Volume

3.11K

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: 2024-09-19 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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0R1I:LSE NVIDIA Corp.

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

+0.48 (+2.67%)

USD 557.54B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.29 (+2.11%)

USD 496.18B
0R1G:LSE Home Depot Inc.

N/A

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

-1.25 (-1.73%)

USD 266.08B
0QZO:LSE 0QZO

+1.15 (+1.23%)

USD 258.54B
0QZ3:LSE Qualcomm Inc.

+3.58 (+2.13%)

USD 202.26B
PRJU:LSE Amundi Index Solutions - Amund..

+0.79 (+2.58%)

USD 200.01B
0R24:LSE Intel Corp.

+0.28 (+1.33%)

USD 196.14B

ETFs Containing IDPE: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 17.93% 88% B+ 81% B-
Dividend Return 1.72% 56% F 77% C+
Total Return 19.65% 89% A- 82% B
Trailing 12 Months  
Capital Gain 35.71% 93% A 87% B+
Dividend Return 4.00% 82% B 90% A-
Total Return 39.71% 93% A 88% B+
Trailing 5 Years  
Capital Gain 58.06% 74% C 78% C+
Dividend Return 18.69% 93% A 93% A
Total Return 76.75% 86% B+ 85% B
Average Annual (5 Year Horizon)  
Capital Gain 13.66% 78% C+ 78% C+
Dividend Return 16.89% 84% B 82% B
Total Return 3.23% 45% F 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 29.34% 20% F 32% F
Risk Adjusted Return 57.57% 68% D+ 79% B-
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:
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:
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.