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

ETF | Others |

Last Closing

USD 11.25

Change

-0.15 (-1.30)%

Market Cap

N/A

Volume

1.03K

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 )

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 0.52% 39% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.52% 39% F 40% F
Trailing 12 Months  
Capital Gain -0.69% 12% F 21% F
Dividend Return 2.68% 55% F 49% F
Total Return 1.99% 18% F 25% 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 3.92% 41% F 42% F
Dividend Return 4.11% 41% F 41% F
Total Return 0.19% 25% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 5.56% 85% B 88% B+
Risk Adjusted Return 73.95% 66% D+ 70% 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.