UC97:LSE:LSE-UBS(Lux)Fund Solutions – Bloomberg MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 14.9125

Change

0.00 (0.00)%

Market Cap

USD 0.15B

Volume

N/A

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: 2024-12-28 )

Largest Industry Peers for Others

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0R1G:LSE Home Depot Inc.

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

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USD 266.08B
0QZO:LSE 0QZO

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

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USD 239.13B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B
0R24:LSE Intel Corp.

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USD 196.14B

ETFs Containing UC97: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 -3.20% 18% F 34% F
Dividend Return 4.76% 85% B 86% B+
Total Return 1.56% 28% F 41% F
Trailing 12 Months  
Capital Gain -3.20% 18% F 34% F
Dividend Return 4.76% 85% B 86% B+
Total Return 1.56% 28% F 41% F
Trailing 5 Years  
Capital Gain -16.35% 16% F 32% F
Dividend Return 14.42% 77% C+ 88% B+
Total Return -1.93% 22% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -4.53% 10% F 21% F
Dividend Return -2.68% 13% F 25% F
Total Return 1.85% 82% B 92% A
Risk Return Profile  
Volatility (Standard Deviation) 8.46% 75% C 86% B+
Risk Adjusted Return -31.73% 12% F 19% F
Market Capitalization 0.15B 57% F 32% F

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.