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

ETF | Others |

Last Closing

USD 9.0271

Change

-0.54 (-5.65)%

Market Cap

N/A

Volume

0.13M

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: 2025-04-03 )

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ETFs Containing ISRHF

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 5.83% 80% B- 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.83% 79% B- 60% D-
Trailing 12 Months  
Capital Gain -6.94% 20% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.94% 20% F 48% F
Trailing 5 Years  
Capital Gain 244.55% 97% N/A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 244.55% 97% N/A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 31.34% 89% A- 73% C
Dividend Return 31.34% 90% A- 71% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 27.22% 30% F 76% C+
Risk Adjusted Return 115.12% 99% N/A 99% N/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.