WENS:SW:SW-iShares MSCI World Energy Sector UCITS ETF USD Inc USD (USD)

ETF | Others |

Last Closing

USD 6.59

Change

+0.15 (+2.31)%

Market Cap

USD 0.71B

Volume

0.01M

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

ETFs Containing WENS: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 -1.76% 10% F 16% F
Dividend Return 1.79% 27% F 27% F
Total Return 0.03% 13% F 18% F
Trailing 12 Months  
Capital Gain -1.76% 10% F 16% F
Dividend Return 1.79% 27% F 27% F
Total Return 0.03% 13% F 18% F
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 2.86% 36% F 39% F
Dividend Return 2.94% 36% F 39% F
Total Return 0.08% 39% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 5.70% 70% C- 74% C
Risk Adjusted Return 51.58% 37% F 43% F
Market Capitalization 0.71B 64% D 60% D-

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:

There is nothing we particularly like

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.