3SUR:F:F-iShares IV Public Limited Company - iShares MSCI USA SRI UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 1804.4

Change

0.00 (0.00)%

Market Cap

N/A

Volume

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Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Adjusted Closing Price

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Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

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VUAA:F Vanguard S&P 500 UCITS Acc

N/A

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VUSA:F Vanguard Funds Public Limited ..

N/A

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XJSE:F Xtrackers II - Japan Governmen..

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ETFs Containing 3SUR:F

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 9.73% 54% F 61% D-
Dividend Return 0.62% 3% F 5% F
Total Return 10.35% 53% F 55% F
Trailing 12 Months  
Capital Gain 16.13% 60% D- 64% D
Dividend Return 0.66% 3% F 4% F
Total Return 16.79% 59% D- 56% F
Trailing 5 Years  
Capital Gain 71.39% 85% B 79% B-
Dividend Return 0.97% 33% F 2% F
Total Return 72.36% 85% B 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.83% 80% B- 74% C
Dividend Return 11.87% 78% C+ 66% D+
Total Return 0.04% 3% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 18.58% 27% F 67% D+
Risk Adjusted Return 63.88% 75% C 79% B-
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:
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.