EFRN:LSE:LSE-iShares € Floating Rate Bond ESG UCITS ETF EUR (Dist) (EUR)

ETF | Others |

Last Closing

USD 5.097

Change

+0.00 (+0.02)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

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: 2025-05-02 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.08 (+0.40%)

USD 640.06B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.04 (+0.28%)

USD 640.06B
0R1I:LSE NVIDIA Corp.

-1.08 (-0.94%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B
PRJU:LSE Amundi Index Solutions - Amund..

+0.08 (+0.25%)

USD 259.48B
0QZO:LSE 0QZO

+0.90 (+0.98%)

USD 258.54B
0QZ3:LSE Qualcomm Inc.

+3.80 (+2.80%)

USD 202.26B
0R24:LSE Intel Corp.

N/A

USD 196.14B

ETFs Containing EFRN:LSE

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 0.94% 57% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.94% 55% F 55% F
Trailing 12 Months  
Capital Gain -0.71% 28% F 41% F
Dividend Return 4.15% 81% B- 86% B+
Total Return 3.44% 41% F 50% F
Trailing 5 Years  
Capital Gain 3.34% 25% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.34% 19% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 0.41% 27% F 37% F
Dividend Return 1.24% 29% F 39% F
Total Return 0.83% 60% D- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 1.72% 98% N/A 99% N/A
Risk Adjusted Return 72.31% 71% C- 82% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
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.