5HEE:F:F-Ossiam Irl Icav - Ossiam Esg Low Carbon Shiller Barclays Cape US Sector Ucits Fund (EUR)

ETF | Others |

Last Closing

USD 114.14

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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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-19 )

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ETFs Containing 5HEE:F

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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 7.40% 45% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.40% 45% F 57% F
Trailing 12 Months  
Capital Gain 18.08% 49% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.08% 49% F 59% D-
Trailing 5 Years  
Capital Gain 68.17% 80% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 68.17% 80% B- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.63% 78% C+ 72% C
Dividend Return 11.63% 76% C+ 65% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.67% 43% F 78% C+
Risk Adjusted Return 79.31% 86% B+ 89% A-
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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.