IDPE:LSE:LSE-iShares Listed Private Equity UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 37.01

Change

+0.25 (+0.68)%

Market Cap

N/A

Volume

5.07K

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: 2025-01-06 )

Largest Industry Peers for Others

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LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

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LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

-0.05 (-0.28%)

USD 581.04B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

-0.05 (-0.08%)

USD 266.08B
0QZO:LSE 0QZO

-0.10 (-0.09%)

USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

-0.10 (-0.32%)

USD 239.13B
0QZ3:LSE Qualcomm Inc.

+1.16 (+0.72%)

USD 202.26B
0R24:LSE Intel Corp.

-0.09 (-0.44%)

USD 196.14B

ETFs Containing IDPE:LSE

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 1.18% 51% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.18% 51% F 52% F
Trailing 12 Months  
Capital Gain 24.45% 82% B 80% B-
Dividend Return 3.73% 75% C 78% C+
Total Return 28.18% 84% B 82% B
Trailing 5 Years  
Capital Gain 53.97% 73% C 78% C+
Dividend Return 20.06% 87% B+ 93% A
Total Return 74.03% 83% B 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.76% 81% B- 80% B-
Dividend Return 19.80% 85% B 83% B
Total Return 3.04% 90% A- 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 29.33% 21% F 33% F
Risk Adjusted Return 67.50% 69% C- 81% B-
Market Capitalization N/A N/A N/A N/A N/A

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.