ducovest

HSPX:LSE:LSE-HSBC S&P 500 UCITS ETF (GBX)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 2197.5

Change

-17.80 (-0.80)%

Market Cap

USD 3.65B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: GBX

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing HSPX:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.84% 73% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.84% 72% C 73% C
Trailing 12 Months  
Capital Gain -1.08% 70% C- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.08% 65% D 74% C
Trailing 5 Years  
Capital Gain 55.07% 81% B- 88% B+
Dividend Return 0.10% 25% F 18% F
Total Return 55.17% 72% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.43% 81% B- 83% B
Dividend Return 15.45% 76% C+ 80% B-
Total Return 0.02% 32% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 10.86% 38% F 71% C-
Risk Adjusted Return 142.28% 79% B- 96% N/A
Market Capitalization 3.65B 91% A- 95% A

Annual Financials (GBX)

Quarterly Financials (GBX)

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
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.