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

ETF | Others |

Last Closing

USD 7.49

Change

+0.04 (+0.59)%

Market Cap

USD 0.24B

Volume

0.16M

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: 2024-05-06 )

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 11.59% 87% B+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.59% 87% B+ 83% B
Trailing 12 Months  
Capital Gain 4.71% 37% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.71% 36% F 41% F
Trailing 5 Years  
Capital Gain 42.64% 61% D- 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 42.64% 60% D- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.88% 79% B- 76% C+
Dividend Return 10.88% 78% C+ 74% C
Total Return N/A 2% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 228.29% 3% F 2% F
Risk Adjusted Return 4.77% 32% F 33% F
Market Capitalization 0.24B 52% F 46% 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.