INRG:SW:SW-iShares Global Clean Energy UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 6.665

Change

0.00 (0.00)%

Market Cap

USD 2.04B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-12-25 )

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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 -18.00% 2% F 6% D-
Dividend Return 1.03% 8% B- 9% A-
Total Return -16.97% 2% F 6% D-
Trailing 12 Months  
Capital Gain -18.00% 2% F 6% D-
Dividend Return 1.03% 8% B- 10% F
Total Return -16.97% 2% F 6% D-
Trailing 5 Years  
Capital Gain -2.23% 38% F 47% F
Dividend Return 5.52% 31% F 24% F
Total Return 3.29% 36% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 7.14% 65% D 66% D+
Dividend Return 7.16% 65% D 66% D+
Total Return 0.01% 3% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 49.68% 3% F 4% F
Risk Adjusted Return 14.41% 20% F 24% F
Market Capitalization 2.04B 82% B 78% 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 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:
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 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.