EXH5:XETRA:XETRA-iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EUR)

ETF | Sector Equity Financial Services |

Last Closing

USD 22.97

Change

-0.21 (-0.91)%

Market Cap

USD 0.18B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-04-08 )

Largest Industry Peers for Sector Equity Financial Services

ETFs Containing EXH5:XETRA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity Financial Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -28.98% 63% D 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -28.98% 63% D 18% F
Trailing 12 Months  
Capital Gain -23.25% 58% F 23% F
Dividend Return 3.96% 29% F 67% D+
Total Return -19.29% 63% D 28% F
Trailing 5 Years  
Capital Gain -26.17% 64% D 27% F
Dividend Return 18.38% 86% B+ 76% C+
Total Return -7.78% 71% C- 42% F
Average Annual (5 Year Horizon)  
Capital Gain 2.70% 41% F 44% F
Dividend Return 6.86% 55% F 65% D
Total Return N/A 44% F 85% B
Risk Return Profile  
Volatility (Standard Deviation) 13.09% 82% B 47% F
Risk Adjusted Return 52.43% 82% B 63% D
Market Capitalization 0.18B 62% D 46% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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 total returns

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