5HEE:F:F-Ossiam Irl Icav - Ossiam Esg Low Carbon Shiller Barclays Cape US Sector Ucits Fund (EUR)

ETF | Others |

Last Closing

USD 106.48

Change

+0.52 (+0.49)%

Market Cap

N/A

Volume

N/A

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: 2024-05-07 )

ETFs Containing 5HEE:F

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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 0.19% 32% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.19% 30% F 42% F
Trailing 12 Months  
Capital Gain 7.76% 51% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.76% 49% F 53% F
Trailing 5 Years  
Capital Gain 70.70% 84% B 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 70.70% 83% B 64% D
Average Annual (5 Year Horizon)  
Capital Gain 12.35% 88% B+ 80% B-
Dividend Return 12.35% 88% B+ 74% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.38% 42% F 71% C-
Risk Adjusted Return 85.85% 95% A 94% A
Market Capitalization N/A N/A N/A N/A N/A

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:
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:
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.