IUCB:SW:SW-SPDR® Bloomberg 1-10 Year U.S. Corporate Bond UCITS ETF USD (USD)

ETF | Others |

Last Closing

USD 28.913

Change

-0.01 (-0.03)%

Market Cap

USD 0.23B

Volume

1.10K

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: 2024-04-15 )

Largest Industry Peers for Others

ETFs Containing IUCB: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 -3.47% 7% C- 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.47% 7% C- 10% F
Trailing 12 Months  
Capital Gain -1.37% 17% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.37% 17% F 22% 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 0.21% 31% F 33% F
Dividend Return 0.21% 31% F 33% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 0.66% 98% N/A 98% N/A
Risk Adjusted Return 31.40% 42% F 46% F
Market Capitalization 0.23B 50% F 46% F

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:
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:
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.