FEPX:XETRA:XETRA-Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF USD Acc (EUR)

ETF | Others |

Last Closing

USD 5.423

Change

+0.12 (+2.21)%

Market Cap

USD 0.44B

Volume

0.02M

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: 2024-09-19 )

ETFs Containing FEPX: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 9.62% 59% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.62% 58% F 59% D-
Trailing 12 Months  
Capital Gain 18.06% 66% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.06% 65% D 65% D
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 0.08% 27% F 29% F
Dividend Return 0.08% 27% F 28% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.52% 87% B+ 90% A-
Risk Adjusted Return 1.81% 27% F 28% F
Market Capitalization 0.44B 63% D 55% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.