UC07:LSE:LSE-UBS (Irl) plc - MSCI USA Value UCITS USD A-dis (GBX)

ETF | Others |

Last Closing

USD 9227.5

Change

-14.50 (-0.16)%

Market Cap

N/A

Volume

1.78K

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: 2025-02-10 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.03 (+0.15%)

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

+0.05 (+0.32%)

USD 588.35B
0R1G:LSE Home Depot Inc.

N/A

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

+0.70 (+1.10%)

USD 266.08B
0QZO:LSE 0QZO

-1.90 (-1.71%)

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

+0.07 (+0.22%)

USD 244.75B
0QZ3:LSE Qualcomm Inc.

+1.16 (+0.69%)

USD 202.26B
0R24:LSE Intel Corp.

+0.63 (+3.28%)

USD 196.14B

ETFs Containing UC07: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 3.94% 60% D- 58% F
Dividend Return 0.01% 27% F 31% F
Total Return 3.95% 60% D- 58% F
Trailing 12 Months  
Capital Gain 15.60% 66% D+ 67% D+
Dividend Return 0.02% 15% F 14% F
Total Return 15.62% 65% D 65% D
Trailing 5 Years  
Capital Gain 41.90% 61% D- 70% C-
Dividend Return 0.12% 18% F 27% F
Total Return 42.01% 59% D- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 588.04% 96% N/A 97% N/A
Dividend Return 588.05% 96% N/A 97% N/A
Total Return 0.01% 24% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 2,593.85% 4% F 2% F
Risk Adjusted Return 22.67% 37% F 52% F
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

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.