UBU9:F:F-UBS (Irl) ETF plc - S&P 500 UCITS ETF (USD) A-dis (EUR)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 39.449

Change

-1.23 (-3.02)%

Market Cap

N/A

Volume

150.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing UBU9:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.87% 26% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.87% 26% F 66% D+
Trailing 12 Months  
Capital Gain -4.28% 29% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.28% 26% F 64% D
Trailing 5 Years  
Capital Gain 25.83% 28% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.83% 24% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.28% 44% F 64% D
Dividend Return 10.28% 40% F 50% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 9.13% 81% B- 91% A-
Risk Adjusted Return 112.60% 49% F 83% B
Market Capitalization N/A N/A N/A N/A N/A

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.