WELN:XETRA:XETRA-Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR Acc (EUR)

ETF | Others |

Last Closing

USD 11.42

Change

+0.13 (+1.15)%

Market Cap

N/A

Volume

4.89K

Analyst Target

N/A
Analyst Rating

N/A

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 WELN: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 8.80% 48% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.80% 47% F 50% F
Trailing 12 Months  
Capital Gain 8.80% 48% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.80% 47% F 50% 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 2.68% 37% F 38% F
Dividend Return 2.68% 36% F 37% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.56% 85% B 88% B+
Risk Adjusted Return 48.12% 44% F 49% F
Market Capitalization N/A N/A N/A N/A N/A

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:
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.