UBTL:LSE:LSE-UBS(Lux)Fund Solutions – Bloomberg TIPS 10+ UCITS ETF(USD)A-dis (GBX)

ETF | Others |

Last Closing

USD 821.75

Change

+1.50 (+0.18)%

Market Cap

N/A

Volume

1.19K

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: 2025-03-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

+1.68 (+0.69%)

USD 292,109.69B
XNIF:LSE Xtrackers Nifty 50 Swap UCITS ..

-84.00 (-0.44%)

USD 292,109.69B
0R1O:LSE Amazon.com Inc.

-4.00 (-1.88%)

USD 1,607.29B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.40 (+2.25%)

USD 701.81B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.18 (+1.26%)

USD 636.56B
0R1I:LSE NVIDIA Corp.

-3.30 (-2.70%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

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

+0.85 (+1.20%)

USD 266.08B
PRJU:LSE Amundi Index Solutions - Amund..

+0.67 (+2.23%)

USD 260.39B
0QZO:LSE 0QZO

+1.30 (+1.15%)

USD 258.54B

ETFs Containing UBTL: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 2.59% 60% D- 56% F
Dividend Return 0.02% 38% F 43% F
Total Return 2.61% 60% D- 56% F
Trailing 12 Months  
Capital Gain -1.23% 16% F 32% F
Dividend Return 0.05% 31% F 27% F
Total Return -1.18% 14% F 30% F
Trailing 5 Years  
Capital Gain -34.56% 7% C- 20% F
Dividend Return 0.19% 31% F 42% F
Total Return -34.37% 7% C- 20% F
Average Annual (5 Year Horizon)  
Capital Gain -10.47% 4% F 12% F
Dividend Return -10.47% 4% F 12% F
Total Return 0.00% 20% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 9.47% 71% C- 84% B
Risk Adjusted Return -110.59% 1% F 3% 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:

There is nothing we particularly like

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.