ducovest

HEZU:NYE-iShares Currency Hedged MSCI Eurozone ETF (USD)

ETF | Europe Stock |

Last Closing

USD 35.5

Change

-0.03 (-0.09)%

Market Cap

USD 0.34B

Volume

8.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Europe Stock

Symbol Name Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun..

-0.19 (-0.29%)

 USD 18.49B
IEUR iShares Core MSCI Europe ETF

-0.17 (-0.31%)

 USD 4.40B
HEDJ WisdomTree Europe Hedged Equit..

-0.01 (-0.02%)

 USD 1.50B
FLEE Franklin FTSE Europe ETF

-0.06 (-0.21%)

 USD 0.08B
EUSC WisdomTree Europe Hedged Small..

+0.20 (+0.54%)

 USD 0.05B
EUDG WisdomTree Europe Quality Divi..

-0.21 (-0.68%)

 N/A
FEZ SPDR® EURO STOXX 50 ETF

-0.14 (-0.29%)

 N/A
DBEZ Xtrackers MSCI Eurozone Hedged..

-0.08 (-0.19%)

 N/A
GSEU Goldman Sachs ActiveBeta® Eur..

-0.06 (-0.17%)

 N/A
FDD First Trust STOXX® European S..

+0.13 (+1.14%)

 N/A

ETFs Containing HEZU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.61% 87% B+ 51% F
Dividend Return 2.26% 40% F 41% F
Total Return 8.86% 93% A 47% F
Trailing 12 Months  
Capital Gain 10.90% 80% B- 49% F
Dividend Return 3.14% 40% F 43% F
Total Return 14.04% 93% A 46% F
Trailing 5 Years  
Capital Gain 9.94% 20% F 51% F
Dividend Return 32.76% 100% F 85% B
Total Return 42.70% 87% B+ 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.88% 27% F 58% F
Dividend Return 10.92% 60% D- 63% D
Total Return 4.04% 93% A 75% C
Risk Return Profile  
Volatility (Standard Deviation) 16.68% 80% B- 63% D
Risk Adjusted Return 65.49% 80% B- 80% B-
Market Capitalization 0.34B 50% F 43% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:
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.