ISRUF:OTC-iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 14.13

Change

+0.02 (+0.14)%

Market Cap

N/A

Volume

770.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF is an exchange traded fund launched by BlackRock Asset Management Ireland Limited. It is managed by BlackRock Advisors (UK) Limited. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating in the financial sector, which include banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate companies. The fund invests in the stocks of large-cap companies. It seeks to replicate the performance of the S&P 500 Financial Services Index, by investing in the stocks of companies as per their weightings in the index. iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF was formed on August 22, 2011 and is domiciled in Ireland.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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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 31.08% 90% A- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.08% 89% A- 78% C+
Trailing 12 Months  
Capital Gain 31.21% 88% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.21% 86% B+ 77% C+
Trailing 5 Years  
Capital Gain 72.95% 75% C 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 72.95% 75% C 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.55% 81% B- 62% D
Dividend Return 18.55% 81% B- 59% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 26.27% 32% F 78% C+
Risk Adjusted Return 70.63% 79% B- 93% A
Market Capitalization N/A N/A N/A N/A N/A

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.

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.