IU0E:SW:SW-iShares $ Corp Bond SRI 0-3yr UCITS ETF EUR Hedged (Acc) EUR (EUR)

ETF | Others |

Last Closing

USD 5.0908

Change

+0.01 (+0.21)%

Market Cap

USD 0.42B

Volume

473.00

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: 2024-03-27 )

Largest Industry Peers for Others

ETFs Containing IU0E:SW

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 0.96% 24% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.96% 24% F 27% F
Trailing 12 Months  
Capital Gain 3.72% 30% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.72% 30% F 34% 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 0.65% 41% F 42% F
Dividend Return 0.65% 41% F 42% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.27% 90% A- 91% A-
Risk Adjusted Return 50.77% 93% A 91% A-
Market Capitalization 0.42B 62% D 57% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.