IESU:LSE:LSE-iShares S&P 500 Energy Sector UCITS ETF USD (Acc) GBP (GBX)

ETF | Others |

Last Closing

USD 756.75

Change

-3.00 (-0.39)%

Market Cap

N/A

Volume

0.06M

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: 2024-11-19 )

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ETFs Containing IESU:LSE

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 16.58% 75% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.58% 74% C 72% C
Trailing 12 Months  
Capital Gain 14.81% 62% D 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.81% 62% D 61% D-
Trailing 5 Years  
Capital Gain 103.59% 94% A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 103.59% 93% A 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 32.28% 90% A- 90% A-
Dividend Return 32.28% 90% A- 90% A-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 37.19% 17% F 24% F
Risk Adjusted Return 86.80% 85% B 91% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (GBX)

Quarterly Financials (GBX)

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.