SRIU:LSE:LSE-UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (USD) A-dis GBP (GBX)

ETF | Others |

Last Closing

USD 1408.2

Change

0.00 (0.00)%

Market Cap

USD 0.47B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-15 )

Largest Industry Peers for Others

ETFs Containing SRIU: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 -8.62% 10% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.62% 10% F 19% F
Trailing 12 Months  
Capital Gain 2.33% 34% F 44% F
Dividend Return 0.01% 3% F 1% F
Total Return 2.34% 30% F 41% 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 10.48% 63% D 69% C-
Dividend Return 10.48% 62% D 68% D+
Total Return 0.00% 7% C- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.55% 63% D 79% B-
Risk Adjusted Return 99.38% 88% B+ 93% A
Market Capitalization 0.47B 72% C 42% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.