ducovest

4UBD:XETRA:XETRA-UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (hedged to EUR) A-acc EUR (EUR)

ETF | Others |

Last Closing

USD 18.95

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

2.37K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment policy of the Fund is to seek to track the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index, (or any other index determined by the Directors from time to time to track substantially the same market as the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index and which is considered by the Directors to be an appropriate index for the Fund to track, in accordance with the Prospectus (the Index)), as closely as possible, while seeking to minimise as far as possible the difference in performance between the Fund and the Index. The Fund seeks to achieve the objective by tracking the Index and, with regard to ESG criteria, giving exposure to US-based companies with high ESG ratings and to exclude the ones with negative social or environmental impact (the Fund Investment Universe)

Company Website : http://www.ubs.com/funds

Currency: EUR

Country : Germany

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing 4UBD:XETRA

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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 17.89% 71% C- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.89% 71% C- 71% C-
Trailing 12 Months  
Capital Gain 18.41% 70% C- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.41% 70% C- 71% C-
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 10.47% 68% D+ 66% D+
Dividend Return 10.47% 67% D+ 65% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 12.52% 51% F 60% D-
Risk Adjusted Return 83.63% 76% C+ 79% B-
Market Capitalization 0.06B 25% F 23% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.