ISRUF:OTC-iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 14.1871

Change

+0.02 (+0.12)%

Market Cap

N/A

Volume

0.01M

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: 2024-12-27 )

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ETFs Containing ISRUF

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 31.61% 90% A- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.61% 89% A- 78% C+
Trailing 12 Months  
Capital Gain 31.61% 90% A- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.61% 89% A- 78% C+
Trailing 5 Years  
Capital Gain 71.66% 75% C 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 71.66% 75% C 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.72% 81% B- 63% D
Dividend Return 18.72% 81% B- 59% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 26.23% 32% F 78% C+
Risk Adjusted Return 71.37% 79% B- 93% A
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

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.