2B7C:XETRA:XETRA-iShares S&P 500 Industrials Sector UCITS Acc (EUR)

ETF | Others |

Last Closing

USD 9.635

Change

+0.08 (+0.84)%

Market Cap

USD 0.21B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-28 )

ETFs Containing 2B7C: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 13.18% 89% A- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.18% 89% A- 86% B+
Trailing 12 Months  
Capital Gain 28.78% 83% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.78% 83% B 82% B
Trailing 5 Years  
Capital Gain 87.74% 90% A- 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 87.74% 90% A- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 17.19% 93% A 90% A-
Dividend Return 17.19% 93% A 89% A-
Total Return N/A 3% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 203.49% 3% F 3% F
Risk Adjusted Return 8.45% 37% F 37% F
Market Capitalization 0.21B 50% F 45% 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.