ISRUF:OTC-iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 14.42

Change

-0.14 (-0.96)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

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IFXAF iShares Asia Trust - iShares F..

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ZKBHF ZKB Gold ETF

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ETFs Containing ISRUF

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 33.77% 90% A- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.77% 90% A- 74% C
Trailing 12 Months  
Capital Gain 46.69% 92% A 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 46.69% 92% A 77% C+
Trailing 5 Years  
Capital Gain 81.38% 81% B- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 81.38% 81% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 17.21% 81% B- 61% D-
Dividend Return 17.21% 81% B- 58% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 26.20% 31% F 78% C+
Risk Adjusted Return 65.67% 80% B- 92% A
Market Capitalization N/A N/A N/A N/A N/A

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.

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.