FLOT:SW:SW-iShares $ Floating Rate Bond UCITS ETF USD (Dist) USD (USD)

ETF | Others |

Last Closing

USD 4.9929

Change

0.00 (0.00)%

Market Cap

N/A

Volume

600.00

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: 2024-12-24 )

Largest Industry Peers for Others

ETFs Containing FLOT:SW

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 -0.48% 14% F 20% F
Dividend Return 6.08% 97% N/A 97% N/A
Total Return 5.60% 36% F 39% F
Trailing 12 Months  
Capital Gain -0.48% 15% F 20% F
Dividend Return 6.08% 97% N/A 97% N/A
Total Return 5.60% 36% F 39% F
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 0.42% 18% F 22% F
Dividend Return 0.70% 20% F 23% F
Total Return 0.27% 91% A- 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 1.65% 96% N/A 96% N/A
Risk Adjusted Return 42.28% 31% F 37% F
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.