ducovest

KWT:BATS-iShares MSCI Kuwait ETF (USD)

ETF | Miscellaneous Sector |

Last Closing

USD 36.255

Change

+0.20 (+0.55)%

Market Cap

USD 0.02B

Volume

2.90K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Fund normally invests at least 80% of its total assets in securities that comprise the Fund’s benchmark index. The Solar Energy Index, which is the Fund’s benchmark index, includes equity securities of companies that generate at least 50% of their revenues from (or, in certain circumstances, have at least 50% of their assets related to) photovoltaic and solar power, solar power equipment/technologies and materials or services to solar power equipment/technologies producers. Such companies may include small- and medium-capitalization companies and foreign and emerging market issuers, including Chinese issuers. As of December 31, 2015, the Solar Energy Index included 27 securities of companies with a market capitalization range of between approximately $230 million and $6.7 billion and a weighted average market capitalization of $2.3 billion. As of December 31, 2015, approximately 26% of the Fund’s investments consisted of securities of Chinese issuers. These amounts are subject to change. The Fund’s 80% investment policy is non-fundamental and may be changed without approval upon 60 days’ prior written notice to shareholders. The Fund, using a “passive” or indexing investment approach, attempts to approximate the investment performance of the Solar Energy Index by investing in a portfolio of securities that generally replicates the Solar Energy Index. The Fund is classified as a non-diversified fund and, therefore, may invest a greater percentage of its assets in a particular issuer. The Fund may concentrate its investments in a particular industry or group of industries to the extent that the Solar Energy Index concentrates in an industry or group of industries. As of December 31, 2015, the Solar Energy Index was concentrated in solar energy companies.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-05 )

Largest Industry Peers for Miscellaneous Sector

ETFs Containing KWT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Miscellaneous Sector) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.51% 100% F 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.51% 100% F 91% A-
Trailing 12 Months  
Capital Gain 10.16% 100% F 85% B
Dividend Return 5.96% 100% F 92% A
Total Return 16.12% 100% F 93% A
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 -2.00% 100% F 11% F
Dividend Return 0.19% 100% F 14% F
Total Return 2.19% 100% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.98% 100% F 65% D
Risk Adjusted Return 2.34% 100% F 13% F
Market Capitalization 0.02B 100% F 27% 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:
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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike