ducovest

IUSA:LSE:LSE-iShares S&P 500 UCITS Dist (GBX)

ETF | Others |

Last Closing

USD 4721.25

Change

0.00 (0.00)%

Market Cap

USD 19.30B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: GBX

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

N/A

 USD 1,607.29B
0R1I:LSE NVIDIA Corp.

N/A

 USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

 USD 562.96B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

 USD 562.96B
0R1G:LSE Home Depot Inc.

N/A

 USD 373.16B
0QZK:LSE Coca-Cola Co.

N/A

 USD 266.08B
0QZO:LSE 0QZO

N/A

 USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

N/A

 USD 239.13B
0QZ3:LSE Qualcomm Inc.

N/A

 USD 202.26B
0R24:LSE Intel Corp.

N/A

 USD 196.14B

ETFs Containing IUSA:LSE

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 26.24% 88% B+ 85% B
Dividend Return 0.02% 8% B- 8% B-
Total Return 26.25% 87% B+ 84% B
Trailing 12 Months  
Capital Gain 26.24% 88% B+ 85% B
Dividend Return 0.02% 8% B- 8% B-
Total Return 26.25% 87% B+ 84% B
Trailing 5 Years  
Capital Gain 93.20% 92% A 92% A
Dividend Return 0.11% 15% F 26% F
Total Return 93.31% 90% A- 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 14.62% 77% C+ 77% C+
Dividend Return 14.78% 77% C+ 77% C+
Total Return 0.16% 45% F 55% F
Risk Return Profile  
Volatility (Standard Deviation) 11.72% 60% D- 76% C+
Risk Adjusted Return 126.12% 98% N/A 99% N/A
Market Capitalization 19.30B 98% N/A 76% C+

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.