QDVF:F:F-iShares S&P 500 Energy Sector UCITS ETF (Acc) (EUR)

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Last Closing

USD 7.185

Change

0.00 (0.00)%

Market Cap

N/A

Volume

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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: 2025-05-04 )

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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 -12.16% 17% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.16% 17% F 35% F
Trailing 12 Months  
Capital Gain -15.17% 11% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.17% 10% F 31% F
Trailing 5 Years  
Capital Gain 143.15% 98% N/A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 143.15% 98% N/A 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 34.90% 97% N/A 91% A-
Dividend Return 34.90% 95% A 84% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 35.60% 9% A- 37% F
Risk Adjusted Return 98.03% 89% A- 92% A
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:
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.