FSMF:SW:SW-Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF USD Inc USD (USD)

ETF | Others |

Last Closing

USD 4.0869

Change

+0.04 (+0.87)%

Market Cap

USD 0.01B

Volume

0.03M

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: 2024-04-23 )

Largest Industry Peers for Others

ETFs Containing FSMF: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 -0.69% 20% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.69% 20% F 23% F
Trailing 12 Months  
Capital Gain 9.43% 55% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.43% 55% F 58% F
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 2.34% 57% F 56% F
Dividend Return 2.34% 57% F 56% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 4.09% 62% D 67% D+
Risk Adjusted Return 57.10% 88% B+ 87% B+
Market Capitalization 0.01B 12% F 10% F

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:
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.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.