WELQ:XETRA:XETRA-Amundi S&P Global Utilities ESG UCITS ETF DR EUR Inc (EUR)

ETF | Others |

Last Closing

USD 10.264

Change

0.00 (0.00)%

Market Cap

N/A

Volume

278.00

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 WELQ: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 7.88% 49% F 52% F
Dividend Return 3.61% 81% B- 71% C-
Total Return 11.50% 59% D- 60% D-
Trailing 12 Months  
Capital Gain 10.73% 45% F 48% F
Dividend Return 3.71% 77% C+ 68% D+
Total Return 14.44% 54% F 56% 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 0.95% 30% F 32% F
Dividend Return 0.98% 30% F 30% F
Total Return 0.02% 18% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 5.39% 85% B 88% B+
Risk Adjusted Return 18.10% 30% F 33% F
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:
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.

Below median total returns

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