USAUSY:SW:SW-UBS (Irl) ETF plc - MSCI USA UCITS ETF (USD) A-dis (USD)

ETF | Others |

Last Closing

USD 137.98

Change

-1.42 (-1.02)%

Market Cap

USD 1.14B

Volume

891.00

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: 2025-03-28 )

Largest Industry Peers for Others

ETFs Containing USAUSY: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 -3.82% 22% F 23% F
Dividend Return 0.54% 40% F 36% F
Total Return -3.28% 24% F 25% F
Trailing 12 Months  
Capital Gain 8.24% 72% C 71% C-
Dividend Return 1.17% 21% F 18% F
Total Return 9.41% 74% C 73% C
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 14.21% 89% A- 88% B+
Dividend Return 14.39% 89% A- 88% B+
Total Return 0.18% 25% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 13.76% 25% F 32% F
Risk Adjusted Return 104.60% 91% A- 92% A
Market Capitalization 1.14B 72% C 67% 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:
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.