UEF7:F:F-UBS ETF - Bloomberg Barclays US Liquid Corporates 1-5 Year UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 12.756

Change

-0.05 (-0.39)%

Market Cap

USD 0.29B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the Bloomberg Barclays US Liquid Corporates" 1-5 Year Index (Total Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Others

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N/A

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SXRZ:F iShares VII PLC - iShares Nikk..

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VUSA:F Vanguard Funds Public Limited ..

-0.65 (-0.64%)

USD 51.63B
VUAA:F Vanguard S&P 500 UCITS Acc

-0.94 (-0.92%)

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XJSE:F Xtrackers II - Japan Governmen..

-0.02 (-0.21%)

USD 40.47B
0ZC:F Zscaler Inc

-2.88 (-1.64%)

USD 37.92B

ETFs Containing UEF7:F

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 1.49% 31% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.49% 32% F 51% F
Trailing 12 Months  
Capital Gain 1.66% 16% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.66% 16% F 42% F
Trailing 5 Years  
Capital Gain -2.79% 28% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.79% 28% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -0.76% 32% F 41% F
Dividend Return -0.76% 29% F 36% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.56% 91% A- 98% N/A
Risk Adjusted Return -16.76% 27% F 32% F
Market Capitalization 0.29B 51% F 43% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.