ASRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI USA Socially Responsible UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 234.6

Change

0.00 (0.00)%

Market Cap

USD 1.67B

Volume

133.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

Largest Industry Peers for Others

ETFs Containing ASRUSA:SW

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 17.27% 71% C- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.27% 71% C- 73% C
Trailing 12 Months  
Capital Gain 35.26% 86% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.26% 86% B+ 86% B+
Trailing 5 Years  
Capital Gain 92.11% 94% A 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 92.11% 94% A 93% A
Average Annual (5 Year Horizon)  
Capital Gain 14.61% 93% A 91% A-
Dividend Return 14.71% 93% A 92% A
Total Return 0.10% 44% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 20.41% 9% A- 16% F
Risk Adjusted Return 72.07% 59% D- 64% D
Market Capitalization 1.67B 80% B- 75% C

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.