USSRI:SW:SW-UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (USD) A-acc (USD)

ETF | Others |

Last Closing

USD 20.26

Change

+0.17 (+0.82)%

Market Cap

USD 1.19B

Volume

0.03M

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 )

Largest Industry Peers for Others

ETFs Containing USSRI: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 20.32% 74% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.32% 73% C 74% C
Trailing 12 Months  
Capital Gain 20.32% 74% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.32% 73% C 74% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 87% B+ 86% B+
Dividend Return 13.37% 87% B+ 86% B+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.94% 24% F 32% F
Risk Adjusted Return 95.90% 91% A- 92% A
Market Capitalization 1.19B 74% C 69% 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:
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.