ducovest

HEZU:ARCA-iShares Currency Hedged MSCI Eurozone (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 35.9012

Change

0.00 (0.00)%

Market Cap

USD 1.11B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI EMU 100% Hedged to USD Index. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is an equity benchmark for the European Monetary Union countries with the currency risk inherent in the securities included in the underlying index hedged to the U.S. dollar on a monthly basis. The fund is non-diversified.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 09/07/2014

Primary Benchmark: MSCI EMU 100% NR Hdg USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.62%

Management Expense Ratio: 0.03 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

N/A

 USD 16.45B
IEUR iShares Core MSCI Europe ETF 0.10 %

N/A

 USD 4.13B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

N/A

 USD 1.47B
FLEE Franklin FTSE Europe ETF 0.09 %

N/A

 USD 0.08B
EUSC WisdomTree Europe Hedged Small.. 0.58 %

N/A

 USD 0.04B
EUDG WisdomTree Europe Quality Divi.. 0.58 %

N/A

 N/A
FEU SPDR STOXX Europe 50 ETF 0.29 %

N/A

 N/A
DBEZ Xtrackers MSCI Eurozone Hedged.. 0.47 %

N/A

 N/A
GSEU Goldman Sachs ActiveBeta® Eur.. 0.25 %

N/A

 N/A
FDD First Trust STOXX® European S.. 0.57 %

N/A

 N/A

ETFs Containing HEZU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.81% 87% B+ 58% F
Dividend Return 2.26% 40% F 37% F
Total Return 10.07% 100% F 55% F
Trailing 12 Months  
Capital Gain 7.81% 87% B+ 58% F
Dividend Return 2.26% 40% F 37% F
Total Return 10.07% 100% F 55% F
Trailing 5 Years  
Capital Gain 13.47% 60% D- 58% F
Dividend Return 30.40% 100% F 82% B
Total Return 43.87% 93% A 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.27% 33% F 58% F
Dividend Return 11.33% 60% D- 62% D
Total Return 4.05% 93% A 75% C
Risk Return Profile  
Volatility (Standard Deviation) 16.56% 80% B- 63% D
Risk Adjusted Return 68.38% 80% B- 80% B-
Market Capitalization 1.11B 50% F 43% 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 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.

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.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.