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

ETF | Others |

Last Closing

USD 4.4201

Change

+0.01 (+0.17)%

Market Cap

USD 0.23B

Volume

1.50K

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: 2024-05-07 )

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 0.81% 29% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.81% 29% F 33% F
Trailing 12 Months  
Capital Gain 2.12% 24% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.12% 24% F 30% F
Trailing 5 Years  
Capital Gain -1.43% 27% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.43% 26% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -1.65% 24% F 26% F
Dividend Return -1.65% 23% F 24% F
Total Return N/A 71% C- 84% B
Risk Return Profile  
Volatility (Standard Deviation) 4.45% 87% B+ 90% A-
Risk Adjusted Return -37.09% 20% F 19% F
Market Capitalization 0.23B 51% F 45% 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:
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.