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

ETF | US Large-Cap Value Equity |

Last Closing

USD 75.43

Change

-1.24 (-1.62)%

Market Cap

USD 0.54B

Volume

668.00

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: 2020-01-27 )

Largest Industry Peers for US Large-Cap Value Equity

ETFs Containing UBU5:XETRA

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 0.01% 36% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.01% 36% F 49% F
Trailing 12 Months  
Capital Gain 17.69% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.69% 67% D+ 64% D
Trailing 5 Years  
Capital Gain 37.97% 29% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.97% 29% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 6.37% 47% F 68% D+
Dividend Return 6.37% 47% F 65% D
Total Return N/A 17% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 9.25% 40% F 65% D
Risk Adjusted Return 68.85% 53% F 80% B-
Market Capitalization 0.54B 80% B- 63% D

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:
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.

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.