F702:XETRA:XETRA-Lyxor Portfolio Strategy Defensiv UCITS ETF (Vermoegensstrategie) (EUR)

ETF | Others |

Last Closing

USD 125.36

Change

-1.30 (-1.03)%

Market Cap

USD 0.03B

Volume

323.00

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: 2024-11-05 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XM1D:XETRA Xtrackers MSCI Japan UCITS ETF..

+0.34 (+0.68%)

USD 426.26B
LCUJ:XETRA Lyxor Core MSCI Japan (DR) UCI..

+0.11 (+0.69%)

USD 191.96B
PRAJ:XETRA Amundi Index Solutions - Amund..

+0.18 (+0.69%)

USD 177.46B
PR1J:XETRA Amundi Prime Japan UCITS ETF D..

+0.17 (+0.60%)

USD 177.46B
XDJP:XETRA Xtrackers Nikkei 225 UCITS ETF..

+0.30 (+1.23%)

USD 157.79B
JARI:XETRA Amundi Index Solutions - Amund..

+0.13 (+0.28%)

USD 104.42B
8R80:XETRA Amundi Index Solutions - Amund..

+1.44 (+1.02%)

USD 104.42B
UIM5:XETRA UBS (Lux) Fund Solutions - MSC..

+0.31 (+0.61%)

USD 85.64B
EUNL:XETRA iShares Core MSCI World UCITS ..

+0.48 (+0.49%)

USD 84.07B
SXR8:XETRA iShares Core S&P 500 UCITS ETF..

+3.02 (+0.54%)

USD 80.38B

ETFs Containing F702:XETRA

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 8.01% 51% F 55% F
Dividend Return -2.13% 100% F 100% F
Total Return 5.88% 44% F 49% F
Trailing 12 Months  
Capital Gain 12.47% 44% F 49% F
Dividend Return -2.22% 100% F 100% F
Total Return 10.25% 40% F 45% F
Trailing 5 Years  
Capital Gain 15.39% 43% F 51% F
Dividend Return 0.39% 67% D+ 67% D+
Total Return 15.78% 44% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 2.89% 40% F 40% F
Dividend Return 3.49% 41% F 41% F
Total Return 0.61% 47% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 6.67% 78% C+ 83% B
Risk Adjusted Return 52.36% 50% F 55% F
Market Capitalization 0.03B 13% F 12% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.