GSPX:LSE:LSE-iShares VII PLC - iShares Core S&P 500 UCITS ETF (GBP)

ETF | Others |

Last Closing

USD 8.615

Change

+0.01 (+0.16)%

Market Cap

USD 2.14B

Volume

0.04M

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: 2024-04-29 )

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N/A

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ETFs Containing GSPX: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 6.32% 70% C- 67% D+
Dividend Return 0.61% 55% F 72% C
Total Return 6.93% 74% C 70% C-
Trailing 12 Months  
Capital Gain 21.85% 81% B- 79% B-
Dividend Return 1.36% 51% F 76% C+
Total Return 23.21% 82% B 80% B-
Trailing 5 Years  
Capital Gain -98.39% 1% F 1% F
Dividend Return 1.70% 29% F 26% F
Total Return -96.70% 1% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain -17.68% 2% F 8% B-
Dividend Return -17.09% 2% F 8% B-
Total Return 0.59% 54% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 49.23% 14% F 19% F
Risk Adjusted Return -34.71% 16% F 24% F
Market Capitalization 2.14B 88% B+ 75% C

Annual Financials (GBP)

Quarterly Financials (GBP)

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 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.

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.