ISRHF:OTC-iShares V Public Limited Company - iShares S&P 500 Energy Sector UCITS ETF (USD)

ETF | Others |

Last Closing

USD 9.285

Change

-0.03 (-0.29)%

Market Cap

N/A

Volume

1.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-07 )

ETFs Containing ISRHF

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 12.49% 86% B+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.49% 86% B+ 69% C-
Trailing 12 Months  
Capital Gain 18.58% 75% C 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.58% 75% C 74% C
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 25.23% 90% A- 69% C-
Dividend Return 25.23% 90% A- 66% D+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 36.71% 19% F 62% D
Risk Adjusted Return 68.74% 91% A- 95% A
Market Capitalization N/A N/A N/A N/A N/A

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:
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.