IUCS:SW:SW-iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc) USD (USD)

ETF | Others |

Last Closing

USD 8.324

Change

0.00 (0.00)%

Market Cap

USD 0.32B

Volume

7.10K

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: 2024-04-25 )

Largest Industry Peers for Others

ETFs Containing IUCS: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 9.28% 74% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.28% 74% C 74% C
Trailing 12 Months  
Capital Gain 3.15% 34% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.15% 34% F 38% 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 0.95% 41% F 42% F
Dividend Return 0.95% 41% F 42% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.52% 78% C+ 81% B-
Risk Adjusted Return 37.72% 45% F 49% F
Market Capitalization 0.32B 56% F 52% 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.