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

ETF | Others |

Last Closing

USD 15.132

Change

+0.28 (+1.87)%

Market Cap

N/A

Volume

2.58K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 WELY: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 1.87% 70% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.87% 70% C- 69% C-
Trailing 12 Months  
Capital Gain 32.92% 86% B+ 86% B+
Dividend Return 2.01% 37% F 34% F
Total Return 34.93% 89% A- 87% B+
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 12.14% 73% C 72% C
Dividend Return 12.27% 73% C 71% C-
Total Return 0.13% 19% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 14.14% 43% F 53% F
Risk Adjusted Return 86.74% 78% C+ 81% B-
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:
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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.