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

ETF | Others |

Last Closing

USD 13.99

Change

-0.47 (-3.27)%

Market Cap

N/A

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: 2025-04-03 )

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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 -1.15% 43% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.15% 40% F 45% F
Trailing 12 Months  
Capital Gain 15.60% 85% B 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.60% 84% B 69% C-
Trailing 5 Years  
Capital Gain 162.48% 94% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 162.48% 94% A 82% B
Average Annual (5 Year Horizon)  
Capital Gain 19.15% 83% B 65% D
Dividend Return 19.15% 83% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 25.34% 32% F 79% B-
Risk Adjusted Return 75.59% 82% 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.