UBU9:F:F-UBS (Irl) ETF Public Limited Company - S&P 500 UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 88.812

Change

+3.67 (+4.31)%

Market Cap

USD 0.87B

Volume

N/A

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: 2024-11-06 )

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ETFs Containing UBU9: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 27.99% 90% A- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.99% 90% A- 79% B-
Trailing 12 Months  
Capital Gain 34.84% 86% B+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.84% 86% B+ 76% C+
Trailing 5 Years  
Capital Gain 97.59% 95% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 97.59% 95% A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.24% 89% A- 77% C+
Dividend Return 15.24% 87% B+ 70% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.60% 44% F 78% C+
Risk Adjusted Return 104.38% 97% N/A 96% N/A
Market Capitalization 0.87B 74% C 56% 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:
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.