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

ETF | Others |

Last Closing

USD 38.7

Change

+0.24 (+0.62)%

Market Cap

N/A

Volume

3.23K

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: 2025-01-29 )

Largest Industry Peers for Others

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

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

+2.86 (+2.38%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.07 (+0.38%)

USD 581.04B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.05 (+0.35%)

USD 581.04B
0R1G:LSE Home Depot Inc.

N/A

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

+1.60 (+2.52%)

USD 266.08B
0QZO:LSE 0QZO

+2.00 (+1.79%)

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

+0.10 (+0.34%)

USD 244.75B
0QZ3:LSE Qualcomm Inc.

+1.75 (+1.02%)

USD 202.26B
0R24:LSE Intel Corp.

N/A

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 5.80% 82% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.80% 82% B 75% C
Trailing 12 Months  
Capital Gain 26.08% 85% B 81% B-
Dividend Return 3.61% 76% C+ 78% C+
Total Return 29.69% 87% B+ 83% B
Trailing 5 Years  
Capital Gain 58.02% 70% C- 77% C+
Dividend Return 19.69% 86% B+ 93% A
Total Return 77.72% 81% B- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 17.12% 82% B 81% B-
Dividend Return 20.19% 85% B 84% B
Total Return 3.07% 90% A- 96% N/A
Risk Return Profile  
Volatility (Standard Deviation) 29.26% 21% F 33% F
Risk Adjusted Return 69.01% 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.