5ESG:LSE:LSE-UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF Hedged to GBP A Dis (GBX)

ETF | Others |

Last Closing

USD 3515

Change

-2.50 (-0.07)%

Market Cap

USD 8.53M

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The objective of the Fund is to seek to track the equity market performance of the S&P 500 ESG Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

+0.38 (+0.14%)

USD 292,109.69B
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

+0.41 (+0.28%)

USD 618.20B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.05 (+0.39%)

USD 584.80B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.05 (+0.30%)

USD 583.82B
0R1G:LSE Home Depot Inc.

N/A

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

-0.30 (-0.48%)

USD 266.08B
0QZO:LSE 0QZO

+8.80 (+8.82%)

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

+0.08 (+0.26%)

USD 218.91B
0QZ3:LSE Qualcomm Inc.

+2.23 (+1.38%)

USD 202.26B

ETFs Containing 5ESG: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 24.51% 87% B+ 82% B
Dividend Return 0.01% 80% B- 11% F
Total Return 24.52% 87% B+ 81% B-
Trailing 12 Months  
Capital Gain 32.06% 87% B+ 81% B-
Dividend Return 0.01% 78% C+ 11% F
Total Return 32.06% 87% B+ 80% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 12.22% 72% C 73% C
Dividend Return 12.22% 71% C- 72% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 11.88% 58% F 74% C
Risk Adjusted Return 102.88% 93% A 96% N/A
Market Capitalization 8.53M 22% F 12% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
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.