UC07:LSE:LSE-UBS (Irl) ETF plc - MSCI USA Value UCITS ETF (USD) A-dis (GBX)

ETF | US Large-Cap Value Equity |

Last Closing

USD 6441

Change

0.00 (0.00)%

Market Cap

USD 0.54B

Volume

1.78K

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 UC07:LSE

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 0.49% 65% D 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.49% 65% D 56% F
Trailing 12 Months  
Capital Gain 16.10% 57% F 67% D+
Dividend Return 0.01% 20% F 5% F
Total Return 16.11% 48% F 64% D
Trailing 5 Years  
Capital Gain 57.64% 56% F 75% C
Dividend Return 0.04% 14% F 9% A-
Total Return 57.68% 44% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.74% 71% C- 77% C+
Dividend Return 11.74% 71% C- 74% C
Total Return 0.00% 7% C- 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.84% 25% F 63% D
Risk Adjusted Return 91.46% 50% F 86% B+
Market Capitalization 0.54B 83% B 75% C

Annual Financials (GBX)

Quarterly Financials (GBX)

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 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.