HEWA:LSE:LSE-HSBC Economic Scale Worldwide Equity UCITS ETF (GBP)

ETF | Global Large-Cap Value Equity |

Last Closing

USD 1315.5

Change

-34.75 (-2.57)%

Market Cap

USD 0.44B

Volume

366.00

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: 2020-01-27 )

Largest Industry Peers for Global Large-Cap Value Equity

ETFs Containing HEWA:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.56% 13% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.56% 13% F 29% F
Trailing 12 Months  
Capital Gain 5.32% 33% F 42% F
Dividend Return 0.02% 50% F 8% B-
Total Return 5.35% 22% F 38% 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 10.06% 60% D- 72% C
Dividend Return 10.09% 60% D- 68% D+
Total Return 0.03% 50% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 14.68% 40% F 57% F
Risk Adjusted Return 68.71% 80% B- 73% C
Market Capitalization 0.44B 56% F 71% 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:
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:
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.