IDUP:LSE:LSE-iShares US Property Yield UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 26.41

Change

-0.12 (-0.45)%

Market Cap

USD 0.52B

Volume

3.97K

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: 2024-04-24 )

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ETFs Containing IDUP: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 -9.40% 8% B- 19% F
Dividend Return 0.83% 64% D 77% C+
Total Return -8.57% 9% A- 21% F
Trailing 12 Months  
Capital Gain -0.23% 26% F 41% F
Dividend Return 3.55% 85% B 91% A-
Total Return 3.32% 35% F 47% F
Trailing 5 Years  
Capital Gain -10.93% 18% F 34% F
Dividend Return 13.23% 87% B+ 89% A-
Total Return 2.30% 30% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -0.02% 32% F 42% F
Dividend Return 2.48% 43% F 51% F
Total Return 2.50% 42% F 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 22.37% 30% F 44% F
Risk Adjusted Return 11.10% 40% F 52% F
Market Capitalization 0.52B 71% C- 60% D-

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:

There is nothing we particularly like

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.

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.