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

ETF | Others |

Last Closing

USD 18.652

Change

-0.24 (-1.29)%

Market Cap

USD 1.01B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-03-21 )

Largest Industry Peers for Others

ETFs Containing USSRI: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 -6.18% 13% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.18% 13% F 14% F
Trailing 12 Months  
Capital Gain 2.34% 37% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.34% 32% F 35% 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 13.70% 86% B+ 86% B+
Dividend Return 13.70% 86% B+ 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.42% 26% F 34% F
Risk Adjusted Return 102.13% 87% B+ 88% B+
Market Capitalization 1.01B 69% C- 65% D

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:
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.