UC96:LSE:LSE-UBS (Irl) ETF plc - Factor MSCI USA Prime Value UCITS ETF (USD) A-dis (GBX)

ETF | Others |

Last Closing

USD 2802

Change

+20.50 (+0.74)%

Market Cap

USD 0.33B

Volume

742.00

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: 2024-03-28 )

Largest Industry Peers for Others

ETFs Containing UC96:LSE

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 8.35% 74% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.35% 74% C 72% C
Trailing 12 Months  
Capital Gain 20.22% 71% C- 72% C
Dividend Return 0.00% 1% F N/A F
Total Return 20.22% 70% C- 72% C
Trailing 5 Years  
Capital Gain 72.80% 82% B 84% B
Dividend Return 0.02% 11% F 5% F
Total Return 72.83% 80% B- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.41% 72% C 73% C
Dividend Return 9.41% 71% C- 72% C
Total Return 0.00% 19% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 10.74% 64% D 77% C+
Risk Adjusted Return 87.63% 97% N/A 97% N/A
Market Capitalization 0.33B 63% D 55% F

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:
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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.