UBU5:F:F-UBS (Irl) ETF plc - MSCI USA Value UCITS ETF (USD) A-dis (EUR)

ETF | US Large-Cap Value Equity |

Last Closing

USD 59.53

Change

-0.27 (-0.45)%

Market Cap

USD 0.52B

Volume

168.00

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 US Large-Cap Value Equity

ETFs Containing UBU5:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -20.90% 58% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.90% 58% F 56% F
Trailing 12 Months  
Capital Gain -12.57% 75% C 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.57% 75% C 53% F
Trailing 5 Years  
Capital Gain 2.82% 44% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.82% 44% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 6.79% 42% F 56% F
Dividend Return 6.79% 42% F 43% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 9.52% 33% F 90% A-
Risk Adjusted Return 71.31% 42% F 70% C-
Market Capitalization 0.52B 75% C 47% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.