QDVF:F:F-iShares S&P 500 Energy Sector UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 8.36

Change

0.00 (0.00)%

Market Cap

N/A

Volume

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Analyst Target

N/A
Analyst Rating

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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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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 12.46% 58% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.46% 59% D- 63% D
Trailing 12 Months  
Capital Gain -2.18% 13% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.18% 13% F 39% F
Trailing 5 Years  
Capital Gain 99.81% 95% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 99.81% 95% A 82% B
Average Annual (5 Year Horizon)  
Capital Gain 32.76% 98% N/A 91% A-
Dividend Return 32.76% 96% N/A 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 40.11% 6% D- 28% F
Risk Adjusted Return 81.67% 88% B+ 91% 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.