EFRN:LSE:LSE-iShares € Floating Rate Bond ESG UCITS ETF EUR (Dist) (EUR)

ETF | Others |

Last Closing

USD 5.102

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01M

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: 2024-09-22 )

Largest Industry Peers for Others

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0R1G:LSE Home Depot Inc.

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

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B
0QZ3:LSE Qualcomm Inc.

N/A

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

N/A

USD 200.79B
0R24:LSE Intel Corp.

N/A

USD 196.14B

ETFs Containing EFRN: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 1.10% 30% F 39% F
Dividend Return 2.15% 63% D 81% B-
Total Return 3.25% 36% F 44% F
Trailing 12 Months  
Capital Gain 0.37% 21% F 32% F
Dividend Return 4.10% 83% B 90% A-
Total Return 4.47% 26% F 38% F
Trailing 5 Years  
Capital Gain 1.82% 32% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.82% 28% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 0.51% 28% F 39% F
Dividend Return 0.85% 29% F 40% F
Total Return 0.34% 37% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 1.49% 99% N/A 99% N/A
Risk Adjusted Return 57.17% 67% D+ 78% C+
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.