ducovest

IUSA:XETRA:XETRA-iShares Core S&P 500 UCITS ETF USD (Dist) (EUR)

ETF | Others |

Last Closing

USD 56.78

Change

0.00 (0.00)%

Market Cap

USD 16.65B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.blackrock.com

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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PRAJ:XETRA Amundi Index Solutions - Amund..

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8R80:XETRA Amundi Index Solutions - Amund..

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JARI:XETRA Amundi Index Solutions - Amund..

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UIM5:XETRA UBS (Lux) Fund Solutions - MSC..

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EUNL:XETRA iShares Core MSCI World UCITS ..

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SXR8:XETRA iShares Core S&P 500 UCITS ETF..

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ETFs Containing IUSA:XETRA

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 31.78% 89% A- 87% B+
Dividend Return 1.40% 22% F 20% F
Total Return 33.18% 90% A- 89% A-
Trailing 12 Months  
Capital Gain 32.06% 88% B+ 87% B+
Dividend Return 1.40% 22% F 20% F
Total Return 33.46% 90% A- 88% B+
Trailing 5 Years  
Capital Gain 96.02% 95% A 92% A
Dividend Return 9.37% 56% F 43% F
Total Return 105.39% 96% N/A 92% A
Average Annual (5 Year Horizon)  
Capital Gain 16.16% 86% B+ 84% B
Dividend Return 16.21% 86% B+ 83% B
Total Return 0.05% 9% A- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 15.01% 37% F 49% F
Risk Adjusted Return 108.02% 95% A 96% N/A
Market Capitalization 16.65B 98% N/A 89% A-

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.