SPMD:LSE:LSE-iShares VI Public Limited Company - iShares Edge S&P 500 Minimum Volatility UCITS ETF (USD)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 6.168

Change

-0.09 (-1.41)%

Market Cap

N/A

Volume

1.49K

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-01-27 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing SPMD:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.44% 45% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.44% 45% F 66% D+
Trailing 12 Months  
Capital Gain 23.61% 56% F 80% B-
Dividend Return 1.85% 96% N/A 45% F
Total Return 25.45% 78% C+ 80% B-
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 5.57% 12% F 53% F
Dividend Return 6.27% 14% F 51% F
Total Return 0.70% 76% C+ 39% F
Risk Return Profile  
Volatility (Standard Deviation) 8.30% 86% B+ 84% B
Risk Adjusted Return 75.58% 20% F 78% C+
Market Capitalization N/A N/A N/A N/A N/A

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.