SC0Z:F:F-Source Markets plc - Source STOXX Europe 600 Optimised Utilities UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 258.8

Change

0.00 (0.00)%

Market Cap

USD 7.06M

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)

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Relative Returns (From:    To: 2024-05-01 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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FRCJ:F UBS MSCI Japan Socially Respon..

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USD 73.13B
EUNL:F iShares Core MSCI World UCITS ..

+0.09 (+0.09%)

USD 72.04B
SXRZ:F iShares VII PLC - iShares Nikk..

+0.10 (+0.04%)

USD 56.29B
XDNY:F Xtrackers MSCI Japan ESG Scree..

-0.08 (-0.51%)

USD 54.81B
VUAA:F Vanguard S&P 500 UCITS Acc

+0.04 (+0.05%)

USD 51.63B
VUSA:F Vanguard Funds Public Limited ..

+0.22 (+0.24%)

USD 51.63B

ETFs Containing SC0Z:F

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 -3.85% 19% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.85% 17% F 36% F
Trailing 12 Months  
Capital Gain -1.45% 26% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.45% 24% F 43% F
Trailing 5 Years  
Capital Gain 38.37% 65% D 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.37% 64% D 53% F
Average Annual (5 Year Horizon)  
Capital Gain 6.43% 71% C- 69% C-
Dividend Return 6.43% 70% C- 63% D
Total Return N/A 63% D 47% F
Risk Return Profile  
Volatility (Standard Deviation) 8.61% 65% D 84% B
Risk Adjusted Return 74.75% 93% A 92% A
Market Capitalization 7.06M 3% F 9% A-

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.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.