EFRN:LSE:LSE-iShares € Floating Rate Bond ESG UCITS ETF EUR (Dist) (EUR)

ETF | Others |

Last Closing

USD 5.106

Change

0.00 (-0.04)%

Market Cap

USD 0.39B

Volume

1.83K

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: 2024-03-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R15:LSE SoftBank Group Corp.

N/A

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0R1E:LSE Nintendo Co. Ltd.

N/A

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0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

N/A

USD 618.20B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

USD 617.54B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

USD 617.54B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

N/A

USD 348.03B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B

ETFs Containing EFRN:LSE

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 1.18% 40% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.18% 39% F 46% F
Trailing 12 Months  
Capital Gain 1.86% 30% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.86% 27% F 41% F
Trailing 5 Years  
Capital Gain 2.20% 33% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.20% 28% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 0.27% 35% F 45% F
Dividend Return 0.27% 34% F 44% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.13% 99% N/A 99% N/A
Risk Adjusted Return 24.09% 51% F 63% D
Market Capitalization 0.39B 66% D+ 56% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.