INRG:SW:SW-iShares Global Clean Energy UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 6.694

Change

+0.13 (+2.04)%

Market Cap

USD 2.04B

Volume

0.12M

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: 2025-01-03 )

Largest Industry Peers for Others

ETFs Containing INRG:SW

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 2.04% 88% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.04% 88% B+ 86% B+
Trailing 12 Months  
Capital Gain -17.64% 2% F 5% F
Dividend Return 1.03% 8% B- 9% A-
Total Return -16.61% 2% F 6% D-
Trailing 5 Years  
Capital Gain -2.28% 37% F 45% F
Dividend Return 5.50% 31% F 23% F
Total Return 3.22% 35% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 5.53% 55% F 56% F
Dividend Return 5.56% 55% F 56% F
Total Return 0.03% 4% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 47.91% 3% F 4% F
Risk Adjusted Return 11.60% 18% F 23% F
Market Capitalization 2.04B 82% B 78% C+

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 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.