QDVF:F:F-iShares S&P 500 Energy Sector UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 8.541

Change

-0.05 (-0.56)%

Market Cap

N/A

Volume

N/A

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: 2025-01-03 )

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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 4.41% 93% A 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.41% 93% A 80% B-
Trailing 12 Months  
Capital Gain 14.89% 65% D 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.89% 61% D- 55% F
Trailing 5 Years  
Capital Gain 89.00% 92% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 89.00% 92% A 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 35.61% 98% N/A 91% A-
Dividend Return 35.61% 96% N/A 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 36.50% 8% B- 36% F
Risk Adjusted Return 97.58% 91% A- 94% A
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:
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.