SPESGE:SW:SW-UBS (Irl) ETF plc - S&P 500 ESG ELITE UCITS ETF (USD) A Acc (USD)

ETF | Others |

Last Closing

USD 18.068

Change

-0.45 (-2.41)%

Market Cap

USD 0.27B

Volume

2.80K

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: 2024-04-16 )

Largest Industry Peers for Others

ETFs Containing SPESGE: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 8.30% 71% C- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.30% 71% C- 72% C
Trailing 12 Months  
Capital Gain 27.67% 91% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.67% 91% A- 90% A-
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 7.27% 88% B+ 85% B
Dividend Return 7.27% 88% B+ 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.25% 21% F 29% F
Risk Adjusted Return 54.91% 81% B- 81% B-
Market Capitalization 0.27B 53% F 48% 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:
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:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.