UC81:LSE:LSE-UBS Barclays US Liquid Corporates 1-5Yr UCITS (GBX)

ETF | Others |

Last Closing

USD 1137.25

Change

+3.25 (+0.29)%

Market Cap

USD 0.25B

Volume

953.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the Bloomberg Barclays US Liquid Corporates" 1-5 Year Index (Total Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-10 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

-5.00 (-2.25%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

-1.93 (-1.39%)

USD 618.20B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

-0.11 (-0.80%)

USD 581.04B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

-0.28 (-1.60%)

USD 581.04B
0R1G:LSE Home Depot Inc.

N/A

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

-0.40 (-0.64%)

USD 266.08B
0QZO:LSE 0QZO

-1.70 (-1.55%)

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

-0.46 (-1.57%)

USD 239.13B
0QZ3:LSE Qualcomm Inc.

-2.72 (-1.72%)

USD 202.26B
0R24:LSE Intel Corp.

-0.55 (-2.75%)

USD 196.14B

ETFs Containing UC81: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 2.39% 83% B 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.39% 83% B 78% C+
Trailing 12 Months  
Capital Gain 3.57% 37% F 47% F
Dividend Return 0.05% 30% F 27% F
Total Return 3.62% 33% F 44% F
Trailing 5 Years  
Capital Gain -0.18% 33% F 47% F
Dividend Return 0.13% 21% F 31% F
Total Return -0.04% 26% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -1.40% 17% F 29% F
Dividend Return -1.39% 16% F 28% F
Total Return 0.00% 18% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 5.04% 90% A- 95% A
Risk Adjusted Return -27.62% 13% F 21% F
Market Capitalization 0.25B 64% D 36% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
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 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.