IUCB:SW:SW-SPDR® Bloomberg 1-10 Year U.S. Corporate Bond UCITS ETF USD (USD)

ETF | Others |

Last Closing

USD 29.501

Change

+0.16 (+0.54)%

Market Cap

USD 0.42B

Volume

5.23K

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: 2025-04-17 )

Largest Industry Peers for Others

ETFs Containing IUCB: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 -0.71% 60% D- 59% D-
Dividend Return 2.41% 88% B+ 78% C+
Total Return 1.70% 77% C+ 74% C
Trailing 12 Months  
Capital Gain 2.17% 47% F 49% F
Dividend Return 4.93% 90% A- 89% A-
Total Return 7.10% 73% C 71% 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 1.05% 23% F 27% F
Dividend Return 1.42% 25% F 28% F
Total Return 0.37% 59% D- 54% F
Risk Return Profile  
Volatility (Standard Deviation) 2.42% 90% A- 91% A-
Risk Adjusted Return 58.85% 38% F 44% F
Market Capitalization 0.42B 52% F 48% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.