IDPE:LSE:LSE-iShares Listed Private Equity UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 36.04

Change

+0.47 (+1.31)%

Market Cap

N/A

Volume

657.00

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: 2024-09-26 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

-2.00 (-1.04%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

-1.85 (-1.49%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.42 (+2.28%)

USD 547.46B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.26 (+1.85%)

USD 547.46B
0R1G:LSE Home Depot Inc.

N/A

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

-0.30 (-0.42%)

USD 266.08B
0QZO:LSE 0QZO

+1.20 (+1.28%)

USD 258.54B
0QZ3:LSE Qualcomm Inc.

+1.45 (+0.87%)

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

+0.72 (+2.32%)

USD 200.79B
0R24:LSE Intel Corp.

-0.08 (-0.34%)

USD 196.14B

ETFs Containing IDPE: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 18.16% 83% B 78% C+
Dividend Return 1.72% 56% F 76% C+
Total Return 19.88% 86% B+ 81% B-
Trailing 12 Months  
Capital Gain 37.45% 91% A- 86% B+
Dividend Return 4.04% 82% B 89% A-
Total Return 41.49% 92% A 87% B+
Trailing 5 Years  
Capital Gain 58.64% 74% C 77% C+
Dividend Return 18.73% 93% A 93% A
Total Return 77.37% 85% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.85% 79% B- 78% C+
Dividend Return 17.08% 84% B 82% B
Total Return 3.23% 90% A- 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 29.33% 20% F 32% F
Risk Adjusted Return 58.26% 68% D+ 79% B-
Market Capitalization N/A N/A N/A N/A N/A

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 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.