IGUS:LSE:LSE-iShares V Public Limited Company - iShares S&P 500 GBP Hedged UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 11875

Change

+71.00 (+0.60)%

Market Cap

USD 0.65B

Volume

8.01K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-28 )

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ETFs Containing IGUS: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 9.99% 83% B 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.99% 82% B 77% C+
Trailing 12 Months  
Capital Gain 29.63% 86% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.63% 86% B+ 83% B
Trailing 5 Years  
Capital Gain 81.71% 87% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 81.71% 86% B+ 85% B
Average Annual (5 Year Horizon)  
Capital Gain 11.57% 78% C+ 78% C+
Dividend Return 11.57% 78% C+ 77% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.17% 41% F 54% F
Risk Adjusted Return 63.67% 84% B 89% A-
Market Capitalization 0.65B 73% C 63% D

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.

What to not like:
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.