UC98:LSE:LSE-UBS(Lux)Fund Solutions – Bloomberg MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis (GBX)

ETF | Others |

Last Closing

USD 1184.5

Change

-0.75 (-0.06)%

Market Cap

USD 0.15B

Volume

709.00

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: 2024-12-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

N/A

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

USD 562.96B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

USD 562.96B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

N/A

USD 239.13B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B
0R24:LSE Intel Corp.

N/A

USD 196.14B

ETFs Containing UC98:LSE

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 -2.03% 21% F 36% F
Dividend Return 0.05% 29% F 27% F
Total Return -1.98% 18% F 33% F
Trailing 12 Months  
Capital Gain -2.03% 21% F 36% F
Dividend Return 0.05% 29% F 27% F
Total Return -1.98% 18% F 33% F
Trailing 5 Years  
Capital Gain -13.74% 19% F 34% F
Dividend Return 0.14% 25% F 36% F
Total Return -13.60% 14% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -4.78% 9% A- 21% F
Dividend Return -4.78% 9% A- 20% F
Total Return 0.00% 18% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 4.08% 92% A 96% N/A
Risk Adjusted Return -117.24% 1% F 2% F
Market Capitalization 0.15B 56% F 32% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

Below median total returns

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