UEF8:XETRA:XETRA-UBS Barclays US Liquid Corporates 1-5 UCITS hedged A-acc (EUR)

ETF | Others |

Last Closing

USD 14.617

Change

0.00 (0.00)%

Market Cap

USD 0.28B

Volume

166.00

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 )

ETFs Containing UEF8: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 2.69% 28% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.69% 26% F 32% F
Trailing 12 Months  
Capital Gain 2.76% 28% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.76% 26% F 32% F
Trailing 5 Years  
Capital Gain -0.67% 30% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.67% 24% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -0.73% 21% F 24% F
Dividend Return -0.73% 21% F 23% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.90% 88% B+ 91% A-
Risk Adjusted Return -14.83% 19% F 20% F
Market Capitalization 0.28B 52% F 47% 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:
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.