WELG:XETRA:XETRA-Amundi S&P Global Health Care ESG UCITS ETF DR EUR Inc (EUR)

ETF | Others |

Last Closing

USD 11.26

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.25K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-11-16 )

ETFs Containing WELG:XETRA

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 8.06% 50% F 53% F
Dividend Return 0.98% 13% F 14% F
Total Return 9.04% 52% F 54% F
Trailing 12 Months  
Capital Gain 12.87% 50% F 53% F
Dividend Return 1.02% 10% F 12% F
Total Return 13.89% 53% F 54% F
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 5.89% 50% F 51% F
Dividend Return 5.89% 49% F 49% F
Total Return 0.01% 7% C- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 7.08% 76% C+ 81% B-
Risk Adjusted Return 83.28% 79% B- 82% B
Market Capitalization N/A N/A N/A N/A N/A

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.

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.