ASRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI USA Socially Responsible UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 236.4

Change

0.00 (0.00)%

Market Cap

USD 1.55B

Volume

684.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Others

ETFs Containing ASRUSA: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 18.17% 71% C- 72% C
Dividend Return 0.86% 6% D- 7% C-
Total Return 19.03% 73% C 73% C
Trailing 12 Months  
Capital Gain 18.89% 72% C 73% C
Dividend Return 0.87% 6% D- 7% C-
Total Return 19.76% 74% C 75% C
Trailing 5 Years  
Capital Gain 79.47% 94% A 92% A
Dividend Return 5.53% 32% F 24% F
Total Return 85.00% 96% N/A 93% A
Average Annual (5 Year Horizon)  
Capital Gain 15.08% 92% A 90% A-
Dividend Return 15.20% 92% A 90% A-
Total Return 0.12% 62% D 57% F
Risk Return Profile  
Volatility (Standard Deviation) 20.69% 9% A- 17% F
Risk Adjusted Return 73.49% 55% F 60% D-
Market Capitalization 1.55B 79% B- 74% C

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:
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:
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.