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

ETF | Others |

Last Closing

USD 5.1235

Change

0.00 (-0.03)%

Market Cap

USD 0.43B

Volume

1.00

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: 2024-04-19 )

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-0.11 (-0.62%)

USD 617.54B
0R1G:LSE Home Depot Inc.

N/A

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-11.00 (-0.55%)

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0QZK:LSE Coca-Cola Co.

+0.75 (+1.22%)

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 1.53% 51% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.53% 51% F 54% F
Trailing 12 Months  
Capital Gain 1.72% 36% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.72% 32% F 46% F
Trailing 5 Years  
Capital Gain 2.42% 34% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.42% 30% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 0.36% 34% F 44% F
Dividend Return 0.36% 32% F 43% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.08% 99% N/A 100% F
Risk Adjusted Return 33.00% 55% F 67% D+
Market Capitalization 0.43B 68% D+ 58% 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.