USCA:NYE-Xtrackers MSCI USA Climate Action Equity ETF (USD)

ETF | Others |

Last Closing

USD 37.1959

Change

+0.12 (+0.34)%

Market Cap

USD 2.75B

Volume

457.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of large and mid-capitalization companies in the United States that the underlying index"s methodology assesses as leading their sector peers in taking action relating to a climate transition. The fund will invest at least 80% of its total assets in component securities of the index. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

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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 26.06% 89% A- 82% B
Dividend Return 1.02% 20% F 17% F
Total Return 27.07% 89% A- 81% B-
Trailing 12 Months  
Capital Gain 31.80% 88% B+ 80% B-
Dividend Return 1.63% 30% F 22% F
Total Return 33.43% 88% B+ 79% B-
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 10.75% 89% A- 67% D+
Dividend Return 10.95% 88% B+ 62% D
Total Return 0.20% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 14.44% 28% F 68% D+
Risk Adjusted Return 75.80% 83% B 87% B+
Market Capitalization 2.75B 94% A 70% C-

Annual Financials (USD)

Quarterly Financials (USD)

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

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

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.