USSRID:SW:SW-UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (USD) A-dis USD (USD)

ETF | Others |

Last Closing

USD 18.676

Change

0.00 (0.00)%

Market Cap

USD 0.48B

Volume

3.01K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-02 )

Largest Industry Peers for Others

ETFs Containing USSRID:SW

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 -3.37% 9% A- 11% F
Dividend Return 0.52% 23% F 22% F
Total Return -2.85% 10% F 12% F
Trailing 12 Months  
Capital Gain 9.22% 52% F 53% F
Dividend Return 1.13% 16% F 14% F
Total Return 10.34% 55% F 56% 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 13.38% 86% B+ 85% B
Dividend Return 13.42% 86% B+ 85% B
Total Return 0.04% 3% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 13.10% 28% F 35% F
Risk Adjusted Return 102.45% 89% A- 90% A-
Market Capitalization 0.48B 55% F 51% F

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.