UKSR:SW:SW-UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis CHF (GBP)

ETF | Others |

Last Closing

USD 20.07

Change

+0.08 (+0.42)%

Market Cap

USD 0.68B

Volume

463.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-30 )

Largest Industry Peers for Others

ETFs Containing UKSR: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 8.16% 79% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.16% 78% C+ 75% C
Trailing 12 Months  
Capital Gain 6.53% 60% D- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.53% 58% F 58% F
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 4.18% 45% F 48% F
Dividend Return 4.18% 45% F 47% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.74% 64% D 69% C-
Risk Adjusted Return 61.98% 43% F 49% F
Market Capitalization 0.68B 63% D 58% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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:

There is nothing we particularly like

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.