CBUS5:SW:SW-UBS(Lux)Fund Solutions – Bloomberg US Liquid Corporates 1-5 Year UCITS ETF(USD)A-dis USD (USD)

ETF | Others |

Last Closing

USD 13.698

Change

-0.03 (-0.23)%

Market Cap

USD 0.29B

Volume

5.67K

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: 2024-05-08 )

Largest Industry Peers for Others

ETFs Containing CBUS5:SW

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 -0.66% 15% F 19% F
Dividend Return 2.43% 75% C 54% F
Total Return 1.77% 26% F 29% F
Trailing 12 Months  
Capital Gain -0.45% 16% F 22% F
Dividend Return 2.43% 85% B 54% F
Total Return 1.98% 24% F 29% F
Trailing 5 Years  
Capital Gain -4.58% 30% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.58% 29% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -1.60% 12% F 15% F
Dividend Return -1.36% 14% F 17% F
Total Return N/A 4% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 4.27% 62% D 67% D+
Risk Adjusted Return -31.91% 18% F 18% F
Market Capitalization 0.29B 54% F 50% F

Annual Financials (USD)

Quarterly Financials (USD)

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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