SXRF:XETRA:XETRA-iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (EUR)

ETF | Others |

Last Closing

USD 4.3774

Change

-0.02 (-0.52)%

Market Cap

USD 0.23B

Volume

0.01M

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: 2024-04-25 )

ETFs Containing SXRF:XETRA

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 -0.17% 35% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.17% 35% F 38% F
Trailing 12 Months  
Capital Gain 1.67% 26% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.67% 25% F 31% F
Trailing 5 Years  
Capital Gain -3.06% 29% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.06% 29% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -1.61% 25% F 26% F
Dividend Return -1.61% 24% F 25% F
Total Return N/A 76% C+ 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 4.49% 87% B+ 90% A-
Risk Adjusted Return -35.92% 21% F 20% F
Market Capitalization 0.23B 51% F 46% F

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 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.