EDMU:SW:SW-iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (USD)

ETF | Others |

Last Closing

USD 9.283

Change

+0.07 (+0.71)%

Market Cap

USD 6.20B

Volume

0.11M

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: 2024-05-06 )

Largest Industry Peers for Others

ETFs Containing EDMU: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 6.38% 49% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.38% 49% F 51% F
Trailing 12 Months  
Capital Gain 25.09% 85% B 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.09% 85% B 86% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.02% 52% F 52% F
Dividend Return 2.02% 52% F 51% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.66% 21% F 28% F
Risk Adjusted Return 14.82% 33% F 36% F
Market Capitalization 6.20B 96% N/A 94% A

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.