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

ETF | Others |

Last Closing

USD 7.337

Change

+0.01 (+0.18)%

Market Cap

USD 0.24B

Volume

0.06M

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: 2024-04-25 )

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 9.31% 86% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.31% 86% B+ 83% B
Trailing 12 Months  
Capital Gain 2.93% 32% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.93% 31% F 37% F
Trailing 5 Years  
Capital Gain 36.07% 60% D- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.07% 59% D- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.91% 80% B- 77% C+
Dividend Return 10.91% 80% B- 75% C
Total Return N/A 2% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 228.29% 2% F 2% F
Risk Adjusted Return 4.78% 33% F 34% F
Market Capitalization 0.24B 52% F 47% 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.