2B7A:XETRA:XETRA-iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) EUR (EUR)

ETF | Others |

Last Closing

USD 7.045

Change

+0.10 (+1.45)%

Market Cap

USD 0.24B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-27 )

ETFs Containing 2B7A:XETRA

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 4.96% 53% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.96% 53% F 55% F
Trailing 12 Months  
Capital Gain -0.21% 18% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.21% 18% F 25% F
Trailing 5 Years  
Capital Gain 32.15% 53% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.15% 51% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 11.02% 83% B 79% B-
Dividend Return 11.02% 82% B 77% C+
Total Return N/A 2% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 228.29% 2% F 2% F
Risk Adjusted Return 4.83% 34% F 34% F
Market Capitalization 0.24B 53% F 48% F

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:

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 total returns

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

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.