WELV:XETRA:XETRA-Amundi S&P Global Materials ESG UCITS ETF DR EUR Inc (EUR)

ETF | Others |

Last Closing

USD 11.398

Change

+0.21 (+1.84)%

Market Cap

N/A

Volume

721.00

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: 2025-01-02 )

ETFs Containing WELV: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 1.84% 69% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.84% 69% C- 68% D+
Trailing 12 Months  
Capital Gain 0.18% 14% F 22% F
Dividend Return 2.67% 55% F 49% F
Total Return 2.84% 21% F 28% 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 3.98% 42% F 43% F
Dividend Return 4.15% 41% F 41% F
Total Return 0.17% 23% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 5.58% 85% B 88% B+
Risk Adjusted Return 74.43% 67% D+ 71% C-
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:
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.

Below median total returns

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