UC81:LSE:LSE-UBS Barclays US Liquid Corporates 1-5Yr UCITS (GBX)

ETF | Others |

Last Closing

USD 1106.75

Change

-2.50 (-0.23)%

Market Cap

USD 0.25B

Volume

2.41K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the Bloomberg Barclays US Liquid Corporates" 1-5 Year Index (Total Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

-0.50 (-0.22%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

+3.06 (+2.24%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.12 (+0.67%)

USD 562.96B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.06 (+0.46%)

USD 562.96B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

+0.30 (+0.48%)

USD 266.08B
0QZO:LSE 0QZO

+0.30 (+0.27%)

USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

+0.22 (+0.75%)

USD 211.57B
0QZ3:LSE Qualcomm Inc.

-0.21 (-0.13%)

USD 202.26B
0R24:LSE Intel Corp.

+0.24 (+1.20%)

USD 196.14B

ETFs Containing UC81: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 1.03% 32% F 43% F
Dividend Return 0.05% 30% F 28% F
Total Return 1.08% 27% F 40% F
Trailing 12 Months  
Capital Gain 0.98% 30% F 42% F
Dividend Return 0.05% 30% F 28% F
Total Return 1.03% 25% F 39% F
Trailing 5 Years  
Capital Gain -2.85% 29% F 44% F
Dividend Return 0.13% 22% F 32% F
Total Return -2.72% 21% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain -1.42% 17% F 29% F
Dividend Return -1.42% 16% F 28% F
Total Return 0.00% 18% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 5.04% 90% A- 95% A
Risk Adjusted Return -28.19% 13% F 20% F
Market Capitalization 0.25B 63% D 36% F

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:
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.