IUES:LSE:LSE-iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (USD)

ETF | Others |

Last Closing

USD 9.0388

Change

+0.06 (+0.68)%

Market Cap

USD 0.78B

Volume

0.17M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Others

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+0.04 (+0.25%)

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0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

-0.35 (-0.54%)

USD 266.08B
0QZO:LSE 0QZO

-0.75 (-0.78%)

USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

+0.12 (+0.41%)

USD 204.07B
0QZ3:LSE Qualcomm Inc.

-0.31 (-0.19%)

USD 202.26B

ETFs Containing IUES: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 9.40% 62% D 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.40% 62% D 62% D
Trailing 12 Months  
Capital Gain 6.90% 34% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.90% 34% F 41% F
Trailing 5 Years  
Capital Gain 84.73% 90% A- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 84.73% 90% A- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 30.30% 89% A- 89% A-
Dividend Return 30.30% 89% A- 89% A-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 32.03% 19% F 29% F
Risk Adjusted Return 94.59% 90% A- 94% A
Market Capitalization 0.78B 80% B- 48% F

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:
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.

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:
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.