UBU5:XETRA:XETRA-UBS (Irl) plc - MSCI USA Value UCITS USD A-dis (EUR)

ETF | Others |

Last Closing

USD 107.62

Change

+1.04 (+0.98)%

Market Cap

USD 0.63B

Volume

1.38K

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 )

ETFs Containing UBU5:XETRA

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 18.98% 72% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.98% 71% C- 72% C
Trailing 12 Months  
Capital Gain 18.98% 72% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.98% 71% C- 72% C
Trailing 5 Years  
Capital Gain 42.28% 70% C- 72% C
Dividend Return 8.37% 51% F 39% F
Total Return 50.65% 74% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.28% 74% C 72% C
Dividend Return 12.28% 73% C 71% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.86% 44% F 55% F
Risk Adjusted Return 88.61% 80% B- 83% B
Market Capitalization 0.63B 69% C- 61% D-

Annual Financials (EUR)

Quarterly Financials (EUR)

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.