IDVY:LSE:LSE-iShares EURO Dividend UCITS (GBX)

ETF | Others |

Last Closing

USD 1517.6

Change

+11.80 (+0.78)%

Market Cap

N/A

Volume

0.02M

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 )

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ETFs Containing IDVY: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 1.61% 30% F 39% F
Dividend Return 0.06% 37% F 58% F
Total Return 1.67% 26% F 37% F
Trailing 12 Months  
Capital Gain 7.49% 31% F 40% F
Dividend Return 0.07% 37% F 55% F
Total Return 7.55% 29% F 40% F
Trailing 5 Years  
Capital Gain -19.61% 12% F 26% F
Dividend Return 1.80% 34% F 39% F
Total Return -17.81% 12% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -0.04% 25% F 37% F
Dividend Return 0.29% 26% F 38% F
Total Return 0.33% 41% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 16.95% 42% F 58% F
Risk Adjusted Return 1.70% 26% F 37% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (GBX)

Quarterly Financials (GBX)

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:

There is nothing we particularly like

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.

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.