QDVF:F:F-iShares S&P 500 Energy Sector UCITS ETF (EUR)

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Last Closing

USD 9

Change

0.00 (0.00)%

Market Cap

N/A

Volume

N/A

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: 2024-11-17 )

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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 21.07% 78% C+ 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.07% 77% C+ 68% D+
Trailing 12 Months  
Capital Gain 18.87% 67% D+ 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.87% 65% D 60% D-
Trailing 5 Years  
Capital Gain 111.64% 97% N/A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 111.64% 97% N/A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 33.83% 97% N/A 91% A-
Dividend Return 33.83% 96% N/A 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 38.66% 7% C- 31% F
Risk Adjusted Return 87.50% 89% A- 92% A
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.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.