ESREUA:SW:SW-UBS(Lux)Fund Solutions – MSCI EMU Socially Responsible UCITS ETF(EUR)A-dis EUR (CHF)

ETF | Others |

Last Closing

USD 111

Change

+0.50 (+0.45)%

Market Cap

USD 0.90B

Volume

1.80K

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: 2024-04-18 )

Largest Industry Peers for Others

ETFs Containing ESREUA: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 9.36% 76% C+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.36% 76% C+ 76% C+
Trailing 12 Months  
Capital Gain 2.78% 37% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.78% 37% F 40% F
Trailing 5 Years  
Capital Gain 2.99% 37% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.99% 37% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 1.40% 49% F 49% F
Dividend Return 1.56% 51% F 51% F
Total Return N/A 18% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 18.35% 13% F 20% F
Risk Adjusted Return 8.53% 32% F 34% F
Market Capitalization 0.90B 76% C+ 71% C-

Annual Financials (CHF)

Quarterly Financials (CHF)

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.

Below median total returns

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

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.