UKSR:SW:SW-UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis CHF (GBP)

ETF | Others |

Last Closing

USD 18.72

Change

+0.21 (+1.16)%

Market Cap

USD 0.65B

Volume

210.00

Analyst Target

N/A
Analyst Rating

Verdict

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

ETFs Containing UKSR: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 12.64% 68% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.64% 67% D+ 68% D+
Trailing 12 Months  
Capital Gain 10.72% 46% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.72% 46% F 49% F
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 1.26% 31% F 34% F
Dividend Return 1.26% 31% F 33% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.68% 69% C- 72% C
Risk Adjusted Return 26.94% 29% F 33% F
Market Capitalization 0.65B 63% D 59% D-

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:

There is nothing we particularly like

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.