MVEE:SW:SW-iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF EUR (Acc) CHF (CHF)

ETF | Others |

Last Closing

USD 7.149

Change

+0.04 (+0.53)%

Market Cap

USD 0.31B

Volume

N/A

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: 2024-05-08 )

Largest Industry Peers for Others

ETFs Containing MVEE: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 12.00% 77% C+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.00% 76% C+ 77% C+
Trailing 12 Months  
Capital Gain 8.42% 48% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.42% 47% F 50% 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 1.09% 41% F 42% F
Dividend Return 1.09% 41% F 42% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.46% 79% B- 82% B
Risk Adjusted Return 44.34% 49% F 53% F
Market Capitalization 0.31B 56% F 51% F

Annual Financials (CHF)

Quarterly Financials (CHF)

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.