ducovest

UEF7:F:F-UBS ETF - Bloomberg Barclays US Liquid Corporates 1-5 Year UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 13.112

Change

0.00 (0.00)%

Market Cap

USD 0.29B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the Bloomberg Barclays US Liquid Corporates" 1-5 Year Index (Total Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

Company Website : http://www.ubs.com/funds

Currency: EUR

Country : Germany

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
PRAJ:F Amundi Index Solutions - Amund..

N/A

 USD 139.20B
UIM5:F UBS (Lux) Fund Solutions - MSC..

N/A

 USD 114.95B
SXR8:F iShares Core S&P 500 UCITS ETF..

N/A

 USD 98.13B
ZPDJ:F SPDR® MSCI Japan UCITS ETF

N/A

 USD 91.82B
XDNY:F Xtrackers MSCI Japan ESG Scree..

N/A

 USD 54.47B
VUSA:F Vanguard Funds Public Limited ..

N/A

 USD 51.63B
VUAA:F Vanguard S&P 500 UCITS Acc

N/A

 USD 51.63B
SXRZ:F iShares VII PLC - iShares Nikk..

N/A

 USD 50.58B
XJSE:F Xtrackers II - Japan Governmen..

N/A

 USD 40.89B
0ZC:F Zscaler Inc

N/A

 USD 37.92B

ETFs Containing UEF7: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 4.32% 40% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.32% 38% F 51% F
Trailing 12 Months  
Capital Gain 5.26% 32% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.26% 30% F 46% F
Trailing 5 Years  
Capital Gain -0.64% 30% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.64% 30% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -0.67% 31% F 41% F
Dividend Return -0.67% 29% F 36% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.56% 92% A 98% N/A
Risk Adjusted Return -14.70% 27% F 32% F
Market Capitalization 0.29B 51% F 42% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.