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

ETF | Others |

Last Closing

USD 76.448

Change

+0.85 (+1.13)%

Market Cap

USD 0.50B

Volume

2.19K

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: 2024-04-23 )

ETFs Containing UBU9: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 9.00% 81% B- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.00% 81% B- 79% B-
Trailing 12 Months  
Capital Gain 26.53% 85% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.53% 85% B 84% B
Trailing 5 Years  
Capital Gain 80.07% 93% A 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 80.07% 93% A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 12.80% 86% B+ 83% B
Dividend Return 12.80% 86% B+ 81% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.21% 45% F 55% F
Risk Adjusted Return 90.10% 97% N/A 96% N/A
Market Capitalization 0.50B 68% D+ 60% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.