IWDP:SW:SW-iShares Developed Markets Property Yield UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 25.3

Change

0.00 (0.00)%

Market Cap

USD 1.24B

Volume

5.90K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the FTSE EPRA/NAREIT Developed Dividend + Index. In order to achieve its investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that so far as possible and practicable consists of the component securities of the FTSE EPRA/NAREIT Developed Dividend + Index, this Fund"s Benchmark Index.

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

ETFs Containing IWDP: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 16.59% 79% B- 79% B-
Dividend Return 1.77% 35% F 31% F
Total Return 18.36% 84% B 84% B
Trailing 12 Months  
Capital Gain 20.99% 76% C+ 76% C+
Dividend Return 1.84% 45% F 31% F
Total Return 22.84% 79% B- 79% B-
Trailing 5 Years  
Capital Gain -8.68% 22% F 32% F
Dividend Return 1.39% 35% F 16% F
Total Return -7.29% 22% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -0.70% 13% F 17% F
Dividend Return -0.56% 14% F 17% F
Total Return 0.14% 56% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 19.00% 11% F 18% F
Risk Adjusted Return -2.96% 17% F 20% F
Market Capitalization 1.24B 76% C+ 71% C-

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.