ISRUF:OTC-iShares V Public Limited Company - iShares S&P 500 Financials Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 14.5977

Change

+0.15 (+1.05)%

Market Cap

N/A

Volume

3.98K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-24 )

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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 3.14% 72% C 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.14% 71% C- 52% F
Trailing 12 Months  
Capital Gain 22.51% 88% B+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.51% 87% B+ 72% C
Trailing 5 Years  
Capital Gain 197.97% 95% A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 197.97% 95% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 19.38% 83% B 65% D
Dividend Return 19.38% 83% B 61% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 25.57% 32% F 78% C+
Risk Adjusted Return 75.78% 81% B- 94% A
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:
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.