UBU5:XETRA:XETRA-UBS (Irl) plc - MSCI USA Value UCITS USD A-dis (EUR)

ETF | Others |

Last Closing

USD 109.84

Change

0.00 (0.00)%

Market Cap

USD 0.63B

Volume

1.42K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

ETFs Containing UBU5: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 21.44% 80% B- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.44% 79% B- 78% C+
Trailing 12 Months  
Capital Gain 28.75% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.75% 79% B- 79% B-
Trailing 5 Years  
Capital Gain 49.26% 74% C 74% C
Dividend Return 8.60% 50% F 38% F
Total Return 57.86% 76% C+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.26% 72% C 71% C-
Dividend Return 11.26% 72% C 69% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.14% 42% F 52% F
Risk Adjusted Return 79.61% 75% C 79% B-
Market Capitalization 0.63B 69% C- 61% D-

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.