SUWS:LSE:LSE-iShares MSCI World SRI UCITS ETF USD (Dist) (USD)

ETF | Global Large-Cap Blend Equity |

Last Closing

USD 5.1463

Change

-0.03 (-0.65)%

Market Cap

N/A

Volume

0.06M

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: 2020-04-08 )

Largest Industry Peers for Global Large-Cap Blend Equity

ETFs Containing SUWS:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.97% 53% F 64% D
Dividend Return 0.26% 33% F 20% F
Total Return -14.71% 55% F 65% D
Trailing 12 Months  
Capital Gain -4.50% 70% C- 70% C-
Dividend Return 1.86% 93% A 52% F
Total Return -2.64% 80% B- 71% C-
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 3.04% 3% F 40% F
Dividend Return 3.88% 3% F 38% F
Total Return 0.84% 50% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 8.93% 84% B 85% B
Risk Adjusted Return 43.49% 6% D- 49% F
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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.